Managing Your Records
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Custom Objects
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Custom Apps
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Individual Records
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How to create a new record from the Lookup dropdown field
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How to print a record
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How to delete someone's information from Insightly
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Linking records
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How to follow records and receive notifications
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Attaching files to a record
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Managing social media links
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What are the Next Activity and Last Activity dates?
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Opening Gmail when clicking on an email address
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What are Insight Cards?
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How to set up link relationships for contacts and organizations
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Managing contact titles
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Accessing an item using a unique ID number
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How to change a record owner
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How to delete data
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How to restore or remove items from the Recycle Bin
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How to create a new record from the Lookup dropdown field
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List Views
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Merging and Cloning
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Duplicate detection
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Copying an organization's address to a contact
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Cloning a contact
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How to clone a project or opportunity
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Finding duplicate records with SmartMerge
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Running a SmartMerge report to find similar records
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Merging two or more records with SmartMerge
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Merging two contacts or two organizations
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Merging two leads
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Merging a contact into an organization
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Duplicate detection
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Categories, Tags, and Custom Fields
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Choosing between custom fields, tags, and categories
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Custom Calculated Fields examples: Time Tracking with Tasks
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Custom Calculated Field examples
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How to create a custom calculated field
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Insightly's custom fields list
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What are tags?
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How to add a tag
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Quick filtering and updating tags
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Setting up and using categories
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How to create and use an image custom field
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The Insightly CRM Custom Fields Guide
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What are custom fields?
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How to create a custom field
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Copying custom fields from opportunities to projects
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How to clone a custom field
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Deleting custom fields
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Choosing between custom fields, tags, and categories