Kourtney Stuthard

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
• 1 follower
• 0 comments
• -1 votes

1. FAQ
2. Products, Price Books, & Quotes

Question Can I add my company logo to my Quotes? Answer Yes. Create your own Quote template using a word document program and add your logo. Then, upload it to Insightly and assign the template to ...

• Edited April 18, 2019 19:36
• 1 follower
• 0 comments
• 0 votes

1. FAQ
2. Dashboards and Dashboard Cards

Question Where can I find examples of Dashboard Cards? Answer You can find a list of example dashboard cards at the bottom of Dashboards: Data Visualization Basics.

• Edited April 18, 2019 19:30
• 1 follower
• 0 comments
• 0 votes

1. FAQ
2. Dashboards and Dashboard Cards

Question How many Dashboard Cards can I add to a Dashboard? Answer You can add as many cards as your plan allows you to create. Professional plans can add up to 100 cards on a single Dashboard. Ent...

• Edited April 18, 2019 19:30
• 1 follower
• 0 comments
• 0 votes

1. FAQ
2. Dashboards and Dashboard Cards

Question Can Dashboards be customized for each user? Answer Yes. Users can configure their Dashboards to their preference. They can choose the layout, number of cards, and card size of any Dashboar...

• Edited April 18, 2019 19:24
• 1 follower
• 0 comments
• -1 votes

1. FAQ
2. Mobile

Question How long can I record audio notes through the mobile app? Answer Each audio note you record through the Insightly mobile app can be up to 60 minutes long. To learn more, read Recording aud...

• Edited April 18, 2019 19:22
• 1 follower
• 0 comments
• 0 votes

1. FAQ
2. Mobile

Question Does Insightly offer call logging? Answer Yes! Insightly customers on paid accounts can use the call logging feature in our mobile app. To learn more, read How to log a call from the Insig...

• Edited April 18, 2019 19:21
• 1 follower
• 0 comments
• 0 votes

1. FAQ
2. Mobile

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...

• Edited April 18, 2019 19:21
• 1 follower
• 0 comments
• 1 vote

1. FAQ
2. Mobile

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...

• Edited April 18, 2019 19:21
• 1 follower
• 0 comments
• 0 votes

1. FAQ
2. Mobile

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...

• Edited April 18, 2019 19:20
• 1 follower
• 0 comments
• -1 votes