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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,

    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 movable cards and the records in each stage of your progress. To...

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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. To set up the Insightly SSO application for Azure AD: L...

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    Tony Roma created an article,

    How to set up a Lambda function

    This article is part of the Insightly Automation Guide To get your Lambda function up and running in Insightly, you'll need to create the function, then set the trigger for it. There are two types...

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    Tony Roma created an article,

    What is a Lambda function?

    This article is part of the Insightly Automation Guide A Lambda function is code written by your developer and entered or uploaded into Insightly. You can use Lambda functions to check, monitor, a...

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    Tony Roma created an article,

    How to view records in the Sidebar for Outlook

    You can view Insightly records right from your Outlook inbox with the Insightly Sidebar. You can also use the Sidebar to save an email to Insightly or compose a message. Records can't be edited or ...