Can I freeze my paid account temporarily?
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...
I was charged for more users than I should have been. Why did this happen?
You may have forgotten to adjust your billing information after deleting users.
When you delete a user, yo...
I have a paid account, but when I log in, a free trial account appears. Why is this happening?
It's possible that you may have created a second account on accident.
When you create ...
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 ...
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...
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...
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...
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:
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.
Learn about Dashboards
What are dashboards?
What are dashboard cards?
Insightly's standard dashboards
Choosing the right chart type
Creating dashboards (video)
How to crea...