In 2019, Google began changing how third-party applications, like Insightly, could access user data through Google provided APIs. We've made some updates on our end so that our users can continue t...
Why aren't my tasks appearing in my Opportunity's/Project's Activities tab?
If you didn't create the task directly from an Opportunity or Project, you will find the task in the Rela...
Can I change the field type of a custom field after it’s already created? For example, can I change the field from a Dropdown to a Multiselect Dropdown?
No, you cannot change the fi...
Have you tried Dynamic Layout Rules? I think it might be what you're looking for!
I upgraded to the newest version of Insightly and now I can't sign in using Google G Suite. How do I fix this?
The easiest way to solve this is to uninstall and reinstall the Insigh...
I have synced my Gmail/Outlook calendar to Insightly but I cannot see other user's events. Why?
External calendars will only display events for yourself and not other users
What file types and sizes can be uploaded in an image custom field?
The accepted file types are:
The maximum file size is 5 MB.
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...
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...