How can I view when the last time a record was updated? Not the Date of Last Activity (i.e. triggered email)?
To view the last time a record was updated, you need to create a List V...
I have synced my Gmail/Outlook calendar to Insightly but I cannot see other user's events. Why?
External calendars will only display events for yourself and not other users
What file types and sizes can be uploaded in an image custom field?
The accepted file types are:
The maximum file size is 5 MB.
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...
Can I edit a standard Insightly field? Is there any way I can edit a non-custom field?
No. You can create a custom field that is similar to the standard field, then update it to fit...
Can I create a Contact, then create and link a new Organization from the mobile app?
Create the Contact.
Go to the related section of the Contact.
Click the plus icon in the t...
Why can't I create a Task reminder for someone else?
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...
Why can't I create a Task Reminder for myself?
A Task reminder will only appear after you’ve entered a Due Date.
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....
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...