Kourtney Stuthard

1. Reporting & Dashboards
2. Reporting Basics

After running a Report, users can use bulk editing to instantly update the records the Report produced. Bulk editing will affect all records that were pulled in the Report. To Bulk Edit a Report: ...

• Edited March 12, 2020 19:18
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1. Insightly Marketing
2. Files

There are two reports that are generated by Hosted Files: the File Activity Overview Report and the File Activity Detailed Report.  The File Activity Overview Report collects data from all of your ...

• Edited March 11, 2020 23:25
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1. Insightly Marketing
2. Files

There are two reports that are generated by Redirect Links: the Redirect Link Click Report and the Redirect Link Performance Report.  The Redirect Link Click Report collects data from all of your R...

• Edited March 11, 2020 18:48
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1. Insightly Marketing
2. Forms

Users can generate an HTML Form from their Form Handler records. This code can then be added to a website and will contain all fields from the Form Handler, in the same order. To generate an HTML F...

• Edited March 06, 2020 23:37
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1. Insightly Marketing
2. Files

Once you delete a Hosted File, it will be permanently deleted and cannot be recovered from the recycle bin. To delete a Hosted File: Go to Files. Find the record you need to delete and click the 3...

• Edited February 28, 2020 23:08
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1. Insightly Marketing
2. Files

You can edit your Hosted File at any time to reflect changes you have made to your content, but you will not be able to change your file's URL. To edit Hosted Files: Go to Files. Find the record y...

• Edited February 28, 2020 22:43
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1. Insightly Marketing
2. Files

If you choose to delete a Redirect Link record, your Tracked URL will continue working, but you will not have access to any past or future tracked data. Once you delete this record, you cannot reco...

• Edited February 28, 2020 18:44
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1. Insightly Marketing
2. Files

You can edit your Redirect Links at any time. The Tracked URL itself won't change, so you will not have to update your site's redirect links after editing. To edit Redirect Links: Go to Files. Cli...

• Edited February 28, 2020 17:59
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1. Insightly Marketing
2. Files

Create a Redirect Link to track a link from your website or a third-party website. To create a Redirect Link: Go to Files. Click the Redirect Link button. Click New Redirect Link. Name your link. ...

• Edited February 28, 2020 17:37
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1. Managing Your Records
2. Custom Buttons

Editing a Custom Button will update the button on any layouts it is on. To edit a Custom Object: Go to System Settings > Objects and Fields. Select an object and click Custom Buttons. Find the but...

• Edited February 26, 2020 21:44
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