
Kourtney Stuthard
- Member since
- Total activity 767
- Last activity
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Can I use the Insightly mobile app offline?
Question Can I use the Insightly mobile app offline? Answer Unfortunately, the Insightly mobile app does not support offline functionality, so it will only work when you're on a cellular data conne...
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- 1 follower
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- 1 vote
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Can I use tags in the mobile app?
Question Can I use tags in the mobile app? Answer Yes! You can use tags to filter through records in the Insightly mobile application. Open the three-line menu in the upper left of your screen. Se...
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- 1 follower
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Can I change the stage of a pipeline from the mobile app?
Question Can I change the stage of a pipeline from the mobile app? Answer Yes, you can update the stage of a pipeline in a Project or Opportunity from the Insightly mobile app. Open the Project or...
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- 1 follower
- 0 comments
- -1 votes
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How many admins should be on an account?
Question How many admins should be on an account? Answer We recommend that each account has at least 2 administrators. You don't want to make all of your users admins, only those who you trust to m...
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- 1 follower
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How do I manage what my users can see, edit, and delete?
Question How do I manage what my users can see, edit, and delete? Answer How you manage the access your users have in your account depends on if you are using simple or advanced permissions. To lim...
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- 1 follower
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How do I make another user an administrator?
Question How do I make another user an administrator? Answer Only Insightly administrators can make another user an administrator. The user will also need to complete their account registration bef...
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- 1 follower
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Can our users be on different plan levels?
Question Can our users be on different plan levels? Answer No, all users in your Insightly account must be on the same plan.
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- 1 follower
- 0 comments
- 2 votes
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Which plans are Custom Objects and Custom Apps on?
Question Which plans are Custom Objects and Custom Apps on? Answer Custom Objects are available on our Professional and Enterprise plans. Custom Apps are available on our Enterprise plan. To learn ...
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- 1 follower
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Are Custom Objects and Custom Apps available on the mobile app?
Question Are Custom Objects and Custom Apps available on the mobile app? Answer Yes, you can access your Custom Objects and Custom Apps on the Insightly mobile application. You cannot create them f...
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- 1 follower
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- 0 votes
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Can I add digital signatures to my Quotes?
Question Can give my clients the option to digitally sign a Quote I send them from Insightly? Answer No, not at this time.
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- 1 follower
- 0 comments
- -1 votes