Managing contact titles

As you add your contacts to Insightly, you'll also be adding the organizations they're affiliated with. Contacts are connected to organizations through links. Each link includes a Title field where you can enter the title of the contact at the related organization.

So if someone is a board member at one company, a representative for another, and a writer for a local charity, you can see all their connections and titles right from their contact record.

The title is visible when you view, add, or edit a contact's links. The links appear below the contact's details.

Contact_links1.jpg

This means there is a Role field for each link. It's not a field in the contact record itself. If you would like a unique field for every contact's title, you can create a custom field for your contacts called "Title" or "Occupation." 

Where to edit a contact's Role field

You can enter or edit a contact's role in three situations:

  • When editing an existing link. You can add or edit the role from the Links section by moving your cursor over the link and clicking the Pencil/Edit icon that appears.

  • When creating a new contact. When you enter a role and enter or select an organization, the two records will be linked.

  • When adding a new link.

      

As you add your contacts to Insightly, you'll also be adding the organizations they're affiliated with. Contacts are connected to organizations through links. Each link includes a Title field where you can enter the title of the contact at the related organization.

mceclip0.png 

So if someone is a board member at one company, a writer for a local charity, and a representative for another, you can see all their connections and titles right from their contact record.

There is also a Title field in the contact record itself. This can be entered on its own, or with a primary organization. It will display on the Related tab with the primary organization.
Nutty_title.png

For all linked organizations, the titles are visible with the contact's links in the Related subtab.
Link_title.png

Where to edit a contact's Title field

You can enter or edit a contact's role in three situations:

  • When creating or editing a contact. When you enter a title and select an organization, the contact will also be linked to it.
    screenshot_2017-10-20_n01.png
  • When editing an existing link. You can change the role from the Related subtab by clicking the three dot menu and selecting Edit Link.
    Contact_lw31.png
  • When adding a new link.
    add-a-link.png
Have more questions? Submit a request
Top