Avatar

Kourtney Stuthard

  • Total activity 533
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 6 users
  • Votes 18
  • Subscriptions 302

Activity overview

Latest activity by Kourtney Stuthard
  • Avatar

    Kourtney Stuthard created a post,

    Insightly Office Closed Thursday, May 23rd and Monday, May 27th

    Just a heads up, the Insightly team will be out of the office Thursday, May 23rd for a company-wide training event. We'll be back on Friday, May 24th.   We will also be out of the office Monday, Ma...

  • Avatar

    Kourtney Stuthard created a post,

    Quotes & Product Dashboards

    We are releasing new dashboard visualization capabilities - charting and mapping both opportunity products and quotation line items. So if, for example, you want to know which of your products have...

  • Avatar

    Kourtney Stuthard created a post,

    Quotes & Product Reports

    Our customers have told us that they want to build advanced custom reports around the quotation line items and opportunity product data that we shipped in the Q1 release. Today we are releasing the...

  • Avatar

    Kourtney Stuthard created a post,

    Create multiple records at once with Lookup dropdown fields

    Previously when adding a new contact, you had to remember to add the new organization first before adding the new contact in order to relate the two together. No more! Now, you can start creating t...

  • Avatar

    Kourtney Stuthard created a post,

    Introducing custom fields for tasks and events! Plus: Time Tracking!

    Custom fields can now be created for tasks and events! This has been one of the most requested features we’ve ever had. Thank you to our customers for giving us such great feedback and helping us m...

  • Avatar

    Kourtney Stuthard created a post,

    Desktop push notifications from Insightly!

    You can now allow Insightly to send you real-time notifications on any web browser so you'll never miss an update. This is great for you multi-taskers who are always switching between apps. If you'...

  • Avatar

    Kourtney Stuthard created a post,

    Flexible column layout for the Details tab!

    To optimize the space of your details tab, you can now configure an object's page layout to separate your fields into multiple columns. To learn more about enabling this feature, please read the D...

  • Avatar

    Kourtney Stuthard created an article,

    Enabling desktop push notifications

    Users can allow Insightly to send them real-time notifications on their web browser so they never miss an update. This feature is available on Google Chrome, Microsoft Edge, Firefox, Safari, and an...

  • Avatar

    Kourtney Stuthard created an article,

    How to create a new record from the Lookup dropdown field

    When you are creating a new record in Insightly, there will probably be other new records you need to create alongside it. For example, if you are creating a new Contact you might also want to crea...

  • Avatar

    Kourtney Stuthard created an article,

    Custom Calculated Fields examples: Time Tracking with Tasks

    Below are some examples of custom calculated fields and their use cases. This article focuses on the formulas that will help you implement time tracking. With custom calculated fields, you can crea...