Kourtney Stuthard

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
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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
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1. Insightly Marketing
2. Emails

When configuring a Journey, you might want to add a step that will send an email to your Prospects. To do this, you will first need to create an Email template. You can use templates for One to One...

• Edited October 04, 2019 18:54
• 1 follower
• 0 comments
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1. FAQ
2. Custom Fields

Question Can I edit a standard Insightly field? Is there any way I can edit a non-custom field? Answer No. You can create a custom field that is similar to the standard field, then update it to fit...

• Edited October 02, 2019 22:20
• 1 follower
• 0 comments
• 2 votes

1. FAQ
2. Mobile

Question Can I create a Contact, then create and link a new Organization from the mobile app? Answer Yes. Create the Contact. Go to the related section of the Contact. Click the plus icon in the t...

• Edited October 02, 2019 22:13
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1. FAQ
2. Activities and Automation

Question Why can't I create a Task reminder for someone else? Answer Only the person responsible for the task can set and receive the reminder. So, if you create a task but assign it to someone els...

• Edited October 02, 2019 21:34
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• 0 comments
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1. FAQ
2. Activities and Automation

Question Why can't I create a Task Reminder for myself? Answer A Task reminder will only appear after you’ve entered a Due Date.

• Edited October 02, 2019 21:30
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1. Reporting & Dashboards
2. Dashboards

What this card is for: To view the current stages of all your projects grouped together. Understanding your progress towards your deliverables will help ensure you can properly plan for completion....

• Edited September 27, 2019 17:44
• 1 follower
• 0 comments
• 1 vote

1. Reporting & Dashboards
2. Dashboards

What this card is for: To see which members of your sales team are pulling in the most new business.  New Business by Sales Rep Select the Horizontal Bar chart. Categories > User Responsible. Drag...

• Edited September 27, 2019 17:44
• 1 follower
• 0 comments
• -1 votes