Kourtney Stuthard

1. Managing Your Records
2. Individual Records

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...

• Edited April 23, 2018 23:56
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1. Videos & Webinars
2. Tutorials

Learn how to customize your record pages by creating your own fields and layouts.

• Edited April 09, 2018 22:17
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1. Videos & Webinars
2. Tutorials

This article is part of the Guide to Insightly Dashboards Learn how to build your own dashboards.

• Edited March 05, 2018 16:59
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1. Connecting to Other Apps
2. Sidebar for Outlook

Introduction 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...

• Edited January 26, 2018 21:20
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1. Videos & Webinars
2. Tutorials

A video guide on using the Insightly Sidebar for Outlook.

• Edited October 30, 2017 20:41
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1. Reporting & Dashboards
2. Building Reports

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...

• Edited October 20, 2017 17:27
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