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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,

    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,

    How to switch back to Insightly Classic

    If you decide to revert to the Insightly Classic interface after switching to the New Insightly Experience, you can do that via the link at the top of your system settings. However, we do not recom...

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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...

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    Tony Roma created an article,

    What has changed in the New Insightly?

    We are very excited about the improvements we've made to Insightly CRM. Insightly is built to serve your needs, and many of the changes we've implemented in October of 2017 come directly from custo...

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    Tony Roma created an article,

    What is the new Insightly User Experience?

    In October of 2017, Insightly introduced new features and a new look called the new Insightly. The new Insightly gives you more control over how you see your CRM information. Lists can be customize...

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    Tony Roma created an article,

    How to set up SAML Single Sign-On (SSO)

    SAML 2.0 is the Single Sign-On (SSO) standard for enterprise cloud applications. Using SAML, administrators can manage user access from a single place, and users can access different applications ...

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    Tony Roma created an article,

    What's Insightly Classic?

    In October of 2017, Insightly introduced new features and a new look. "Insightly Classic" is the name we've given to the older version of Insightly. All customers have the option of switc...

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    Tony Roma created an article,

    How to create records from the Sidebar in Outlook

    When an incoming email is saved, or an outgoing email is sent via Insightly, you'll have the option to save new contacts or leads automatically. There are also Sidebar tools to add other records: t...

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    Tony Roma created an article,

    Single Sign-On for Microsoft Azure Active Directory

    With the Insightly Single Sign-On (SSO) application, your Azure Active Directory users can access Insightly with one click through Azure AD. This makes it more convenient to sign in, and they can s...