Kourtney Stuthard
- Member since
- Total activity 562
- Last activity
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Kourtney Stuthard created an article, Does SAML work on the Insightly Mobile App?
Question Does SAML work on the Insightly Mobile App? Answer No, not at this time.
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Kourtney Stuthard created an article, Do I need SAML to use this 'SSO' feature with O365?
Question I noticed that Insightly allows users to sign in using their Microsoft Office 365 credentials. Do I need SAML, which is a feature on Enterprise plans, to use the Single Sign-On feature wit...
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Kourtney Stuthard created an article, Can I freeze my paid account temporarily?
Question Can I freeze my paid account temporarily? Answer We cannot put a hold or freeze on an account. We do have a free plan that you can downgrade to if you plan to return to Insightly at a late...
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Kourtney Stuthard created an article, Why was I charged for more users than I have?
Question I was charged for more users than I should have been. Why did this happen? Answer You may have forgotten to adjust your billing information after deleting users. When you delete a user, yo...
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Kourtney Stuthard created an article, Why can't I delete a Pipeline/Stage/Activity Set that is not in use?
Question Why can't I delete a Pipeline/Stage/Activity Set that is not in use? Answer Have you checked the deleted items in your recycle bin? If a record is deleted and sent to the Recycle Bin, it m...
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Kourtney Stuthard created an article, How do I add a column to my list view?
>Question I need to add a column on the page where I view all of my records, how do I do this? Answer To add a column to your list view, you will need to create a custom list view. You cannot ad...
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Kourtney Stuthard created an article, Why am I seeing a Free Trial when I have a Paid Account?
Question I have a paid account, but when I log in, a free trial account appears. Why is this happening? Answer It's possible that you may have created a second account on accident. When you create ...
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Kourtney Stuthard created a post, New: Related tab configuration and Other Contacts at this Organization
Insightly Administrators can now rearrange the Related tab of their records. This will allow them to sort their related records in an order that makes sense to their day-to-day and lets them remove...
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- 3 votes
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Kourtney Stuthard created an article, Page Layouts: Related tab
Insightly administrators can edit default page layouts or create new layouts (Professional or Enterprise) to customize the format of their records. This isn't limited to the details tab: admins can...
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Kourtney Stuthard created an article, How to enable Other Contacts At This Organization
When you're reviewing a contact's information, you might want to know who else in your contacts list works with this person. You can add the Other Contacts at this Organization list to your contact...
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