Mobile Intergration

I am unable to see my associates tasks or events on my iPhone even though I can on my laptop.  What am I doing wrong?

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  • Hi Lewis, if you are looking for tasks and events associated with a single record (like contact), try checking under the tab called Related when viewing that Contact screen. If you want to see all your tasks and events you've created in Insightly in a calendar view, please navigate to "Calendar" icon in the main navigation menu. Hope this helps.

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  • Maria...my associate is an employee...I want to be able to see her calendar and she mine...we can see all of the open Tasks, but Events listed in my calendar are coming through on her laptop, but not her mobile version of Insightly...is there a setting we may have missed?

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  • Thank you for clarification, Lewis. If you navigate to your associate's contact in the mobile app, you will see his or hers events under the related tab (as long as you are an administrator on the account). But unfortunately, in the calendar view, you can only see events that you own or that you have created. We currently don't provide a way for you to see others' events and tasks in mobile calendar.

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