Kourtney Stuthard

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

1. FAQ
2. Account Administration & Billing

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...

• Edited April 18, 2019 19:17
• 1 follower
• 0 comments
• 0 votes

1. FAQ
2. Account Administration & Billing

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...

• Edited April 18, 2019 19:16
• 1 follower
• 0 comments
• 0 votes

1. FAQ
2. Account Administration & Billing

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...

• Edited April 18, 2019 19:16
• 1 follower
• 0 comments
• 0 votes

1. FAQ
2. Account Administration & Billing

Question Can our users be on different plan levels? Answer No, all users in your Insightly account must be on the same plan.

• Edited April 18, 2019 19:16
• 1 follower
• 0 comments
• 2 votes

1. FAQ
2. Custom Objects and Custom Apps

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 ...

• Edited April 18, 2019 19:05
• 1 follower
• 0 comments
• 0 votes

1. FAQ
2. Custom Objects and Custom Apps

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...

• Edited April 18, 2019 19:04
• 1 follower
• 0 comments
• 0 votes

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

Question Can give my clients the option to digitally sign a Quote I send them from Insightly? Answer No, not at this time.

• Created April 15, 2019 23:26
• 1 follower
• 0 comments
• -1 votes