How to access your custom objects and custom apps in mobile

Administrators can create custom objects and custom apps in the web version of Insightly to completely personalize their CRM. For those who like to use Insightly on the go, custom objects and custom apps can be accessed right from the mobile app.

Mobile_apps_objects_1.png

Custom objects function the same that standard objects do. Anything you do with standard objects can be done with custom objects.

Custom apps are similar to Insightly CRM, but only contain the objects you've chosen. Admins can also choose who has access to the app through profile assignments.

You cannot create or delete custom objects and custom apps from the mobile app.

How to access custom objects:

  1. Open the menu drawer.
    Mobile_apps_objects_3.png
  2. Scroll down until you find your custom objects. They can be found beneath your standard objects.
    Mobile_apps_objects_2.png
    Tap on the object to open it. Tap the plus sign to the right of the object's name in the menu drawer to create a new record.

How to access custom apps:

  1. Open the menu drawer.
    Mobile_apps_objects_3.png
  2. Tap the dropdown menu at the top of the menu.
    Mobile_apps_objects_4.png
  3. Select your app from the list.
    Mobile_apps_objects.png
Have more questions? Submit a request
Top