Kourtney Stuthard

1. Managing Your Records
2. Custom Objects

After you've created a custom object, you might want to alter the details. Administrators can edit a custom object at any time. To edit a custom object: Go to System Settings > Objects and Fields....

• Edited September 06, 2018 20:37
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1. Account Administration & Billing
2. Customizing Your Account

Your Company Settings contain important information about your business, like your main currency and the month your fiscal year begins. You can adjust the default settings to be in line with your c...

• Edited September 06, 2018 20:19
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1. Getting Started in CRM
2. Beginner's Guide: Users

Records are the items in Insightly that contain the details of all your business' most important information. A contact record, for example, represents one person - they might be a prospective cust...

• Edited July 27, 2018 20:07
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1. Getting Started in CRM
2. Beginner's Guide: Admin

Ready to start using Insightly? We're here to help you with the first steps. Here are a few things you'll want to think about before you begin. Know where to find help If you're reading this articl...

• Edited July 20, 2018 23:33
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1. Getting Started in CRM
2. Mobile Apps

Users on paid accounts can log their phone calls through the Insightly mobile app. Just make a call and Insightly will create a new record that contains important details about the call. How to log...

• Edited July 18, 2018 21:04
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1. Getting Started in CRM
2. Mobile Apps

You can enable or disable Insightly's call logging feature through the settings page. Call logging will be enabled by default. To enable or disable call logging Go to Settings. Tap Call Logging. T...

• Edited July 17, 2018 23:13
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1. Getting Started in CRM
2. Beginner's Guide: Admin

From productivity to sales, Insightly offers dozens of integrations to connect, automate, and simplify your CRM. You can share information from multiple different platforms to Insightly. Here are s...

• Edited July 11, 2018 21:30
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1. Managing Your Records
2. List Views

To delete a List View: Click on an object. For this example, I will use Contacts. Go to the List View that you want to delete. Click the gear icon and select Delete. A warning will appear. Click OK.

• Edited June 22, 2018 20:24
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1. Account Administration & Billing
2. Customizing Your Account

When you have two dropdown fields that relate to one another, you might want the field selection of the first to determine which fields appear in the second. You can do this with Field Dependencie...

• Edited May 21, 2018 23:15
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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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