September 2016 Product Updates

Hello Insightly Community!

In addition to the Expected Revenue field added to Opportunity Reports here are 2 more feature improvements that we released in September.

1. Generating a new API Key

Security is important. That's why we've built a way for you to reset your API Key in the event yours is compromised. Our help article Finding or resetting your API Key explains how.

 

2. Record Owner

The record owner is now displayed and can be changed for the following records:

Task
Lead
Contact
Organization
Opportunity
Project
Email
Email Template

See our help article to learn How to change a record owner

If you'd like to stay up-to-date on our latest feature improvements, just click the Follow button under Product Updates from Insightly. You'll receive an email whenever we make a new announcement. Thanks! 

 

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