Managing Your Records

Custom Objects

• The Guide to Insightly's Custom Objects
• What are custom objects?
• How to use the related tab on a custom object
• How to create a custom object
• How to edit a custom object
• How to delete a custom object
See all 7 articles

Custom Apps

• The Guide to Insightly's Custom Apps
• What are custom apps?
• How to create a custom app
• How to edit a custom app's details
• How to edit a custom app's objects
• How to edit a custom app's profile assignments
See all 7 articles

Individual Records

• How to print a record
• How to delete someone's information from Insightly
• Linking records
• How to follow records and receive notifications
• Attaching files to a record
• Managing social media links
See all 15 articles

List Views

• How to delete a List View
• How to create a List View
• How to set up custom filters for your lists
• How to sort list views
• What is the kanban view?
• Updating multiple records with bulk editing
See all 8 articles

Merging and Cloning

• Duplicate detection
• Copying an organization's address to a contact
• Cloning a contact
• How to clone a project or opportunity
• Finding duplicate records with SmartMerge
• Running a SmartMerge report to find similar records
See all 10 articles

Categories, Tags, and Custom Fields

• ★ Choosing between custom fields, tags, and categories
• What are tags?
• How to add a tag
• Quick filtering and updating tags
• Setting up and using categories
• The Insightly CRM Custom Fields Guide
See all 12 articles