Kourtney Stuthard

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

With reports, you can identify all Insightly Voice calls that have been linked to an object.   Go to Reports and select an object and activity report. You can use this for any type of object, but ...

• Edited October 12, 2018 23:54
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1. Activities and Automation
2. Insightly Voice for Phone Calls

The Call List is an easily accessible list of numbers that are used for making calls using the Insightly Voice Dialer. The Call List contains any contacts, leads, and organizations you add and can ...

• Edited October 12, 2018 22:45
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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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