Kourtney Stuthard

1. Sales and Project Management
2. Products, Price Books, and Quotes

If you have made any errors, you can delete your PDFs at any time. You will be unable to restore the PDF once it has been deleted. To delete a PDF: Open your record. Go to the Related tab. If you ...

• Edited February 13, 2019 21:23
• 1 follower
• 0 comments
• 0 votes

1. Sales and Project Management
2. Products, Price Books, and Quotes

If you have uploaded templates into Insightly, you can start creating PDFs and Merge Documents. Templates grab information from your records and can be customized to include any information you wan...

• Edited February 12, 2019 21:08
• 1 follower
• 0 comments
• 0 votes

1. Reporting & Dashboards
2. Dashboards

This article is part of the Guide to Insightly Dashboards A dashboard displays a quick overview of your most critical information. Dashboards allow you to present your data, gain a new perspective ...

• Edited January 31, 2019 17:58
• 1 follower
• 0 comments
• 10 votes

1. Activities and Automation
2. Insightly Voice for Phone Calls

Introduction What is Insightly Voice? What are the requirements for Insightly Voice? Insightly Voice Basics Setting Up How to assign Insightly Voice licenses Customizing your Insightly Voice nu...

• Edited January 17, 2019 18:36
• 1 follower
• 0 comments
• 1 vote

1. Activities and Automation
2. Insightly Voice for Phone Calls

Insightly Voice provides users with a simple way of making, receiving, and logging phone calls right from within Insightly. Let's review some basic features. Dialer Call forwarding Voicemail Dial...

• Edited January 17, 2019 18:20
• 1 follower
• 0 comments
• 0 votes

1. Connecting to Other Apps
2. Accounting Software

An administrator with an Intuit login can connect Insightly to the QuickBooks Online accounting program. This will allow you to display customer summaries and the status of individual invoices, pay...

• Edited January 09, 2019 17:53
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• 0 comments
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1. Reporting & Dashboards
2. Dashboards

This article is part of the Guide to Insightly Dashboards If you no longer need a dashboard card, you can delete it. If the card is shared with other users, it will no longer be available to them a...

• Edited November 29, 2018 20:34
• 1 follower
• 0 comments
• -1 votes

1. Reporting & Dashboards
2. Dashboards

This article is part of the Guide to Insightly Dashboards To delete a dashboard: Click on the Dashboards tab. Select the dashboard you want to delete. Click Actions and select Delete This Dashboar...

• Edited November 29, 2018 20:33
• 1 follower
• 0 comments
• 0 votes

1. Reporting & Dashboards
2. Dashboards

This article is part of the Guide to Insightly Dashboards When viewing a dashboard card, you can use filters if you would like to narrow down the data on your card. For example, if you have a funne...

• Edited November 29, 2018 20:31
• 1 follower
• 0 comments
• 0 votes

1. Reporting & Dashboards
2. Dashboards

This article is part of the Guide to Insightly Dashboards You can get an in-depth view of a dashboard card by going to a card's View Card page. Here, you will be able to view, filter, share, clone,...

• Edited November 29, 2018 20:29
• 1 follower
• 0 comments
• 0 votes