Quickly adding new items & viewing recent items

You can quickly add a new record from any page in Insightly. Click the plus (+) icon at the top of the page and select the record type you'd like to add.

Quick add button

Accessing recent items in Insightly

To see a list of the last ten items you've viewed, click the Recent Items icon next to the search bar at the top of the page. Use this list to jump between records you've been working on.

Recent items button

You can quickly add a new record from any page in Insightly. Click the plus (+) icon at the top of the page and select the record type you'd like to add.

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Accessing recent items in Insightly

To see a list of the last ten items you've viewed, click inside the search bar at the top of the page.

screenshot_2017-10-27_n04.png

 

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