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