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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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Activity overview

Latest activity by Tony Roma
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    Tony Roma created an article,

    How to set up a Dynamic Layout Rule

    This feature is only available in the New Insightly. Create a Dynamic Layout Rule when you'd like a create/edit page to change based on a user's input. For this example, when a service writer se...

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    Tony Roma created an article,

    Insightly's System Settings

    Insightly administrators will get very familiar with the System Settings page. This is where you'll add users, turn account features off and on, configure account security, and customize lists, fie...

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    Tony Roma created an article,

    How to create a Calculated Field for an Insightly dashboard card

    This article is part of the Guide to Insightly Dashboards This feature is only available in the new Insightly. With a calculated field, you can create a new value from data that already exists i...

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    Tony Roma created an article,

    Understanding the dashboard card edit page

    This article is part of the Guide to Insightly Dashboards This feature is only available in the new Insightly. You'll see a lot of options when you create or edit a Dashboard Card. Some of these...

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    Tony Roma created an article,

    How to add reCAPTCHA to your Insightly webforms

    This feature is only available in the new Insightly. Google's reCAPTCHA can be added to an existing Web to Lead or Web to Contact form to prevent bots from sending spam through your webforms. To ...

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    Tony Roma created an article,

    Choosing the right chart for your Insightly dashboard

    This article is part of the Guide to Insightly Dashboards This feature is only available in the new Insightly. When we build a chart, we're usually trying to answer a question for ourselves or ou...

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    Tony Roma created an article,

    Supported Mobile Platforms

    The Insightly mobile app supports the following mobile OS versions: iOS 9 and higher Android 5.0/Lollipop and higher

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    Tony Roma created an article,

    What happens when I save an email message to Insightly?

    No matter which method you use to save a copy of an email to Insightly, here's what you can expect: A single copy of the message will be saved to the Emails tab. The saved copy will be linked to c...

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    Tony Roma created an article,

    What are Dynamic Page Layout Rules?

    With Dynamic Layout Rules you can configure a page layout to respond to a user's input as a record is created or edited. Depending on how you set it up, the page can: Show or hide fields Show or ...

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    Tony Roma created an article,

    What is the kanban view?

    Kanban is a card-based view of your projects, opportunities, or leads. With a selected pipeline at the top, the kanban view displays up to 200 records in movable cards below each stage of the pipel...