Viewing Records

Records are the items in Insightly that contain the details of all your business' most important information.

A contact record, for example, represents one person - they might be a prospective customer, an active customer, a supplier, a colleague, etc. Each record contains fields with detailed information like addresses, phone numbers, and more.

How to view a record

  1. Click the object in the navigation menu. For this example, I'll select Contacts.
    screenshot-crm.na1.insightly.com-2018-06-26-16-45-24.png
  2. Click the record name.
    screenshot-crm.na1.insightly.com-2018-06-26-16-47-30.png
  3. A panel containing the record's information will appear. 
    screenshot-crm.na1.insightly.com-2018-06-26-16-51-20.png
  4. If you don't want to view the record in the blade view, you can access the full view by clicking the icon of the record.
    screenshot-crm.na1.insightly.com-2018-07-27-13-05-48.png

Actions menu

The Actions menu is located in the upper right of a record. Here you can perform actions such as editing, merging, cloning, or deleting the record. Your options will vary for each object.

screenshot-crm.na1.insightly.com-2018-05-31-17-07-36.png

Page layouts

If your record is filled with fields you don't need or you'd like fields to appear in a different order, you can use page layouts to clean things up. Admins can create these for any object and can assign different layouts to different profiles.

Have more questions? Submit a request
Top