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Tony Roma

Technical and UX writer for Insightly. If you're reading a help article, I probably wrote it. :) Sign in and follow my profile to be notified when new articles are published.

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Latest activity by Tony Roma
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    Tony Roma created an article,

    [Insightly Classic] Attaching files to a record

    Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version. When you use Google Drive, Dropbox, Box, or ...

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    Tony Roma created an article,

    [Insightly Classic] How to follow records and receive notifications

    Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version. You'll often want to receive updates for rec...

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    Tony Roma created an article,

    [Insightly Classic] Linking records

    Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version. By linking records in Insightly, you can get...

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    Tony Roma created an article,

    [Insightly Classic] Exporting data from Insightly to a CSV file

    Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version. Sometimes, you want to export your data outs...

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    Tony Roma created an article,

    [Insightly Classic] Viewing and deleting recently imported records

    Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version. If a major mistake happens during an import ...

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    Tony Roma created an article,

    [Insightly Classic] Troubleshooting Advanced Permissions and record access

    This article is part of the Security & Permissions Guide Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the...

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    Tony Roma created an article,

    [Insightly Classic] Configuring sharing rules

    Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version. Sharing rules allow you to cut across the ba...

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    Tony Roma created an article,

    [Insightly Classic] Configuring roles in Advanced Permissions

    This article is part of the Security & Permissions Guide Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to th...

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    Tony Roma created an article,

    [Insightly Classic] Granting or removing administrator permissions

    Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version. You'll want to make at least two trusted use...

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    Tony Roma created an article,

    [Insightly Classic] Granting or removing a user's export permissions

    Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version. Insightly administrators can allow or preven...