
Kourtney Stuthard
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Sample import files
The links below allow you to download a sample CSV file for each Insightly object. They will give you an idea of how to set up a file before importing your records.
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Enabling desktop push notifications
Users can allow Insightly to send them real-time notifications on their web browser so they never miss an update. This feature is available on Google Chrome, Microsoft Edge, Firefox, Safari, and an...
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What are Dashboard Cards?
This article is part of the Guide to Insightly Dashboards What is the difference between a Dashboard and a Dashboard Card? Dashboards are where dashboard cards live, and each Dashboard Card contain...
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How to create a Web to Contact or Web to Lead webform
With Web to Contact or Web to Lead, you can build a webform to place on your website and have your visitors submit their information. How do they work? How to create a webform Hiding fields Ho...
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January 2021
Product Updates Email designer - HTML Editor: Added an HTML Editor to the Email designer. If you want more control over an Email’s body than our Email creator offers, you can design your own by c...
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What are Custom Buttons?
Custom Buttons are used to quickly execute actions directly from a record. There are 3 different types of buttons: Hyperlink, Webhook, and Lambda. Custom Buttons can be added to page layouts in CRM...
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Can I edit a standard field?
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...
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Adding summary rows to reports
When your report includes a numeric field, you can include a calculated summary row to display the sum, average, count, and minimum or maximum of the values in that column. The summary field will b...
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Customizing Projects
Projects are records for managing your work outside of sales, such as installations, onboarding, maintenance, event planning, and even internal processes, like hiring or website management. Project...
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User Settings
User Settings can be accessed by all users and is used to personalize your account to fit your preferences and needs. The changes you make here will not affect another user's settings. Let's start ...
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