Kourtney Stuthard
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Kourtney Stuthard created an article, I can't login after switching to the latest version of Insightly, how can I fix it?
Question I upgraded to the newest version of Insightly and now I can't sign in using Google G Suite. How do I fix this? Answer The easiest way to solve this is to uninstall and reinstall the Insigh...
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Kourtney Stuthard created an article, Why can't I see another user's Gmail/Outlook calendar events?
Question I have synced my Gmail/Outlook calendar to Insightly but I cannot see other user's events. Why? Answer External calendars will only display events for yourself and not other users
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Kourtney Stuthard created an article, What file types and sizes can be uploaded in an image custom field?
Question What file types and sizes can be uploaded in an image custom field? Answer The accepted file types are: PNG JPG JPEG The maximum file size is 5 MB.
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Kourtney Stuthard created a post, Insightly Office Closed Thursday, October 10th at 4 pm and all day Friday, October 11th
Just a heads up, the Insightly team will be closing early on Thursday, October 10th. We will be out at 4:00 pm PST. We will also be out of the office Friday, October 11th for a company-wide trainin...
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Kourtney Stuthard commented, Hey Courtney, I think I might be able to help you here. First, open the standard Leads dashboard (this one is pre-created by Insightly). There's a card called "Leads by Month". Hover over the ca...
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Kourtney Stuthard created an article, How can I check when a record was last updated?
Question How can I view when the last time a record was updated? Not the Date of Last Activity (i.e. triggered email)? Answer To view the last time a record was updated, you need to create a List V...
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Kourtney Stuthard created an article, Can I edit a standard field?
Question Can I edit a standard Insightly field? Is there any way I can edit a non-custom field? Answer No. You can create a custom field that is similar to the standard field, then update it to fit...
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Kourtney Stuthard created an article, Can I create a Contact, then create and link a new Organization from the mobile app?
Question Can I create a Contact, then create and link a new Organization from the mobile app? Answer Yes. Create the Contact. Go to the related section of the Contact. Click the plus icon in the t...
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Kourtney Stuthard created an article, Why can't I create a Task reminder for someone else?
Question Why can't I create a Task reminder for someone else? Answer Only the person responsible for the task can set and receive the reminder. So, if you create a task but assign it to someone els...
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Kourtney Stuthard created an article, Why can't I create a Task reminder for myself?
Question Why can't I create a Task Reminder for myself? Answer A Task reminder will only appear after you’ve entered a Due Date.
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