Kourtney Stuthard

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

To have the highest quality experience with Voice, you must have the following: The Chrome or Firefox web browser. Insightly Voice is not supported on other browsers. A wired headset with a mic. W...

• Edited October 12, 2018 00:04
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1. Managing Your Records
2. Custom Objects

Introduction What are custom objects? Create Custom Objects How to create a custom object How to use the related tab on a custom object Edit Custom Objects How to edit a custom object Delete...

• Edited September 27, 2018 21:44
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1. Managing Your Records
2. Custom Apps

Introduction What are custom apps? Create Custom Apps How to create custom apps Edit Custom Apps How to edit a custom app's details How to edit a custom app's objects How to edit a custom app...

• Edited September 27, 2018 21:43
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1. Managing Your Records
2. Custom Objects

Do you have data to record that doesn't fit into one of our premade objects? Administrators can create custom objects when Insightly's standard objects don't fit the unique needs of their business....

• Edited September 26, 2018 20:24
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1. Managing Your Records
2. Custom Objects

Importing with custom objects isn't drastically different from importing with standard objects. However, there are a few steps to take before you can import records into a custom object. If you're ...

• Edited September 25, 2018 21:43
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1. Managing Your Records
2. Custom Objects

While standard objects cannot be deleted, administrators can delete any custom objects that their team has created.  If you delete a custom object you cannot recover it. Any data associated with th...

• Edited September 25, 2018 21:39
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1. Managing Your Records
2. Individual Records

You can use the print feature whenever you need to create a physical copy of a record. To print a record: Open the record you want to print. Click on the Actions dropdown and select the Print opti...

• Edited September 24, 2018 19:58
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1. Getting Started in CRM
2. Mobile Apps

Administrators can create custom objects and custom apps in the web version of Insightly to completely personalize their CRM. For those who like to use Insightly on the go, custom objects and custo...

• Edited September 19, 2018 17:29
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1. Managing Your Records
2. Custom Apps

If you've created a custom app, you might need to make updates in the future. Editing the details of an app, like the description or icon, can be done at any time by an Insightly administrator. To ...

• Edited September 14, 2018 22:51
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1. Managing Your Records
2. Custom Apps

When you create a custom app, you have full control over which profiles have access to it. Administrators can add or remove profiles while creating the app or edit them as needed.  To edit profile ...

• Edited September 14, 2018 22:50
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