Managing contact roles and titles

As you add your contacts to Insightly, you'll also be adding the organizations they're affiliated with.

In Insightly, contacts are connected to organizations through links. Each link includes a Role field where you can enter the role or title of the contact at that 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 role 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.

In Insightly, contacts are connected to organizations through links. Each link includes a Role field where you can enter the role or title of the contact at that organization.

mceclip0.png 

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 role is visible when you view, add, or edit a contact's links. The links appear in the contact's Related subtab.

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 change the role from the Related subtab by clicking the three dot menu and selecting Edit Link.

    Contact_lw31.png

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

    screenshot_2017-10-20_n01.png

  • When adding a new link.

      

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