Insight Cards appear on the right side of the page to give you additional information about the record you are viewing.
There are three types of Insight Cards: Weather, Time, and Duplicate Records...
Learn how to customize your record pages by creating your own fields and layouts.
This article is part of the Guide to Insightly Dashboards
Learn how to build your own dashboards.
What's the Insightly Sidebar for Outlook?
What are the requirements for the Outlook sidebar?
Video: Insightly Sidebar for Outlook
Installing and Removing the Sidebar
How to install...
A video guide on using the Insightly Sidebar for Outlook.
This article is part of the Insightly Reporting Guide
Visualizing report data gives viewers a quick way of digesting information, and online charts provide up-to-date details when you need them. Yo...