Kourtney Stuthard

1. FAQ
2. Account Administration & Billing

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...

• Edited June 04, 2019 00:38
• 1 follower
• 0 comments
• -1 votes

1. FAQ
2. Insightly

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 ...

• Edited May 31, 2019 22:16
• 1 follower
• 0 comments
• -1 votes

1. Permissions and Security
2. How to Set Permissions

Below are some examples of object validation rules and their use cases. We know that many of our users are not familiar with C# (C sharp) or any other C programming language. Don't worry - you can ...

• Edited May 30, 2019 18:23
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1. Email
2. Saving Email

Introduction What happens when I save an email message to Insightly? Using your Insightly mailbox address to save emails Sidebars and Add-ons What's the Insightly Sidebar for Outlook? What is t...

• Edited May 30, 2019 17:22
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1. Managing Your Records
2. Custom Objects

If you've created a custom object, you probably noticed that the related tab acts a little differently than the related tab on standard objects. Custom objects use lookup relationship fields to con...

• Edited May 30, 2019 16:55
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• -2 votes

1. Getting Started in CRM
2. Insightly 101

CRM stands for Customer Relationship Management. In general, it's a tool you use to manage your business relationships. It's not just about keeping track of a contact's information - it's about who...

• Edited May 29, 2019 22:08
• 4 followers
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• 30 votes

1. Importing & Exporting
2. Exporting

You can export your Insightly records to create a reference, a backup, or for importing your data into another program. You can also export data from a custom report.  You can export: Contacts and...

• Edited May 29, 2019 21:17
• 2 followers
• 0 comments
• -7 votes

1. Managing Your Records
2. Categories, Tags, and Custom Fields

To start adding images to records, admins will need to create an image custom field and add it to their page layouts. To create an image custom field: Go to System Settings > Objects and Fields. ...

• Edited May 29, 2019 18:36
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• -1 votes

1. Reporting & Dashboards
2. Dashboards

Learn about Dashboards What are dashboards? What are dashboard cards? Insightly's standard dashboards Choosing the right chart type Create Dashboards Creating dashboards (video) How to crea...

• Edited May 29, 2019 17:04
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• 5 votes

1. Account Administration & Billing
2. Customizing Your Account

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...

• Edited May 24, 2019 18:26
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