Kourtney Stuthard

1. Getting Started in CRM
2. Insightly 101

As you've started to learn about Insightly, you may have come across the terms objects, records, and fields. So, what are they? The items in the navigation bar on the left of Insightly are examples...

• Edited April 29, 2019 22:22
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1. FAQ
2. Products, Price Books, & Quotes

Question Can I create a Quote on the Insightly mobile app? Answer No. You can view Quotes you have created, but you cannot create a Quote from the Insightly mobile application.

• Created April 22, 2019 22:11
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1. FAQ
2. Sales Management

Question Does the Opportunity currency field support decimal prices? Answer Yes.

• Edited April 22, 2019 21:34
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1. FAQ
2. Products, Price Books, & Quotes

Question Do Quote quantity fields support fractional quantities? Answer Yes.

• Edited April 22, 2019 21:22
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1. FAQ
2. Products, Price Books, & Quotes

Question Can I set up an approvals process for quotes with steep discounts? Answer Yes. You can do this with Object Validation Rules. 

• Edited April 22, 2019 21:12
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1. FAQ
2. Custom Fields

Question Can I create a list view that includes my records with custom image fields?  Answer No.

• Edited April 22, 2019 20:46
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1. FAQ
2. Custom Calculated Fields

Question Can I create a calculated field that contains other calculated fields within the formula? Answer Unfortunately, this is not currently possible.  If you want to learn more about creating cu...

• Edited April 18, 2019 19:38
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1. FAQ
2. Custom Calculated Fields

Question How many custom calculated fields can I create? Answer Each Insightly instance can create up to 20 custom calculated fields per object. If you want to learn more about creating custom calc...

• Edited April 18, 2019 19:38
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1. FAQ
2. Custom Calculated Fields

Question What programming language is used to create custom calculated fields? Answer Custom calculated fields are created using C# (C sharp). If you want to learn more about creating custom calcul...

• Edited April 18, 2019 19:38
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1. FAQ
2. Custom Calculated Fields

Question When are custom calculated field values actually calculated? Answer Custom calculated field values are calculated instantly. If you want to learn more about creating custom calculated fiel...

• Edited April 18, 2019 19:37
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