Ipad Mini Insightly shortfalls

Working off the ipad mini, there are a few functions which you are unable to access. 

1. Sending emails from the insightly platform. 

2. Sending emails from stored email templates. You are unable to access your templates on the mobile app. 

3. Search for all data

4. Linking contacts and organisations in edit mode. Instead you have to select links and then add. It would be better if one could link on the same page when editing/adding a contact/organisation 

 

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  • Hi Matthew:

    At this time Insightly's Mobile App does not offer all the same features as the Web App does. We do hope to add more features in the future. 

    With regard to Searching, we added this option recently. You may need to update your Insightly version if you are not seeing it in the menu.

    Once you select Search you will be brought here:



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