Kourtney Stuthard

1. Getting Started in CRM
2. User Settings

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...

• Edited October 30, 2019 23:08
• 1 follower
• 0 comments
• 1 vote

1. Getting Started in CRM
2. User Settings

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...

• Edited October 28, 2019 20:29
• 1 follower
• 0 comments
• 0 votes

1. FAQ
2. Activities and Automation

Question Why aren't my tasks appearing in my Opportunity's/Project's Activities tab? Answer If you didn't create the task directly from an Opportunity or Project, you will find the task in the Rela...

• Edited October 25, 2019 23:18
• 1 follower
• 0 comments
• -1 votes

1. FAQ
2. Custom Fields

Question 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? Answer No, you cannot change the fi...

• Edited October 25, 2019 20:25
• 1 follower
• 0 comments
• -1 votes

1. Connecting to Other Apps
2. G Suite

You can disable Insightly's access to Google Contact Sync, Google Calendar Sync, and Google Drive by disabling the connection to Google in your user settings. Disabling your Google API key: Go to ...

• Edited October 24, 2019 22:54
• 1 follower
• 0 comments
• 1 vote

1. Insightly Marketing
2. Prospects

Anytime you identify a person who has shown interest in your business, you'll want to add them into Insightly Marketing as a Prospect. Based on their actions, you can give them a score and grade th...

• Edited October 10, 2019 17:39
• 1 follower
• 0 comments
• 1 vote

1. FAQ
2. Insightly

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...

• Edited October 09, 2019 22:52
• 1 follower
• 0 comments
• -3 votes

1. FAQ
2. Managing your records

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...

• Edited October 09, 2019 19:10
• 1 follower
• 0 comments
• 0 votes

1. FAQ
2. Other Applications

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

• Edited October 08, 2019 20:56
• 1 follower
• 0 comments
• -1 votes

1. FAQ
2. Custom Fields

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.

• Edited October 08, 2019 20:24
• 1 follower
• 0 comments
• 0 votes