July 2021

Mobile updates

Mobile - Version 4.3: Insightly's mobile application has been updated to version 4.3, including following updates:

  • Support for Milestones tab
  • Support for Document Merge
  • Stage History on Related tab
  • Date and Assigned To fields on items in Activities tab
  • Clone support for objects
  • Queues in Filter Views
  • Enable Ownership Assignment
  • First linked record on Tasks in list
  • Hyperlink support in text fields
  • Add Trendline to Mobile Dashboards
  • Lead Conversion custom field support
  • Display date on items in Activities tab
  • Audit Log (Field History) on Related tab
  • Quote Line Item sort order
  • Add related Products to Quotes and Opportunities

Learn more.

Product updates

API - Disable API Access for a user: By default, all users in your Insightly account will have access to the API. Now, Insightly administrators can turn off API Access for any user, including themselves. Even if the user has the correct API key and object/field permissions, the API operation will not be performed. Learn more.

 

Marketing Emails - Edit Unsubscribe Page Design: When your Prospects click on the unsubscribe link within Emails you send, they will be directed to your Unsubscribe Page. With this update, Insightly Admins can edit the design of this page to customize the page’s messaging, appearance, colors, language, and layout. Learn more.

 

Dashboards - Auto-Refresh: When viewing a Dashboard, users can now click Auto-Refresh Dashboard to enable this Dashboard to be refreshed automatically every 60 minutes in order for the most current data to be displayed. By default, this setting is not enabled. Learn more.

 

Dashboard Cards - Data Tables: When viewing a Dashboard Card’s full page, users will now find a data table below the card’s visualization (I.E. graphs, charts, gauges, etc.). The table lists the values from the card into a text format to help make it easier to understand the recorded data. Learn more.

 

Dashboard Cards - Link to Full Card: When viewing a Dashboard, users can now click on a Dashboard Card’s visualization (I.E. graphs, charts, gauges, etc.) to be redirected to that card’s full page view. Learn more.

 

Contact records - System User name fields: On a System User’s associated Contact record, the Prefix, First Name, and Last Name fields are now read only. Learn more.

 

Marketing Emails - Edit Unsubscribe Link and Unsubscribe Footer: When creating an Insightly Marketing Email, users can edit the Unsubscribe Link and Unsubscribe Footer to customize the messaging, fonts, emojis, and layout. The Unsubscribe Link can now be updated to redirect Prospects to a page the user specifies. Learn more.

 

Calculated fields - Disable record change notifications: Previously, when a user would add or change a calculated field, all records in the instance would be updated with the calculation’s field value. This could potentially cause users to receive an overwhelming number of notifications.

Due to this, Insightly has disabled the record change notification system when a calculated field is added or when the formula has been changed and all the values need to be recalculated. Learn more.

 

Importing - Disable record change notifications: When an import is processed, many records can be updated, but this can cause users to receive many unwanted record change notification messages for records they are following.

A new checkbox has been added to the import screen, “Send notifications for every record to users following record changes”, which allows users to choose whether these record change notifications will be sent or not. By default, record change notifications will not be sent. Learn more.

 

Bulk updates - Disable record change notifications: When bulk updating, many records can be updated, but this can cause users to receive many unwanted record change notification messages for records they are following.

A new checkbox has been added to the bulk edit screen, “Send notifications for every record to users following record changes”, which allows users to choose whether these record change notifications will be sent or not. By default, record change notifications will not be sent. Learn more.

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