Kourtney Stuthard

1. FAQ
2. API & SSO

Question Does SAML work on the Insightly Mobile App? Answer No, not at this time.

• Edited June 12, 2019 17:06
• 1 follower
• 0 comments
• 0 votes

1. FAQ
2. API & SSO

Question I noticed that Insightly allows users to sign in using their Microsoft Office 365 credentials. Do I need SAML, which is a feature on Enterprise plans, to use the Single Sign-On feature wit...

• Edited June 12, 2019 17:04
• 1 follower
• 0 comments
• -1 votes

1. Managing Your Records
2. Categories, Tags, and Custom Fields

Custom fields help you create personalized records for a more productive Insightly experience. Each custom field will have unique field details, but they aren't vastly different from one another. C...

• Edited June 10, 2019 21:27
• 1 follower
• 0 comments
• -3 votes

1. FAQ
2. Activities and Automation

Question Why can't I delete a Pipeline/Stage/Activity Set that is not in use? Answer Have you checked the deleted items in your recycle bin? If a record is deleted and sent to the Recycle Bin, it m...

• Edited June 04, 2019 01:03
• 1 follower
• 0 comments
• -1 votes

1. FAQ
2. Account Administration & Billing

Question Can I freeze my paid account temporarily? Answer We cannot put a hold or freeze on an account. We do have a free plan that you can downgrade to if you plan to return to Insightly at a late...

• Edited June 04, 2019 01:01
• 1 follower
• 0 comments
• -1 votes

1. FAQ
2. Account Administration & Billing

Question I was charged for more users than I should have been. Why did this happen? Answer You may have forgotten to adjust your billing information after deleting users. When you delete a user, yo...

• Edited June 04, 2019 00:38
• 1 follower
• 0 comments
• -3 votes

1. Email
2. Saving Email

Introduction What happens when I save an email message to Insightly? Using your Insightly mailbox address to save emails Sidebars and Add-ons What's the Insightly Sidebar for Outlook? What is t...

• Edited May 30, 2019 17:22
• 1 follower
• 0 comments
• 0 votes

1. Getting Started in CRM
2. Insightly 101

CRM stands for Customer Relationship Management. In general, it's a tool you use to manage your business relationships. It's not just about keeping track of a contact's information - it's about who...

• Edited May 29, 2019 22:08
• 4 followers
• 0 comments
• 32 votes

1. Reporting & Dashboards
2. Dashboards

Learn about Dashboards What are dashboards? What are dashboard cards? Insightly's standard dashboards Choosing the right chart type Create Dashboards Creating dashboards (video) How to crea...

• Edited May 29, 2019 17:04
• 1 follower
• 0 comments
• 8 votes

1. Other Videos
2. Other Videos

A video guide on the top three features of the updated Insightly User Experience that became available in late 2017.   To learn more about the changes and new features of the New Insightly User Exp...

• Edited May 24, 2019 16:53
• 1 follower
• 0 comments
• 1 vote