Does SAML work on the Insightly Mobile App?
No, not at this time.
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...
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.
Why can't I delete a Pipeline/Stage/Activity Set that is not in use?
Have you checked the deleted items in your recycle bin?
If a record is deleted and sent to the Recycle Bin, it m...
Can I freeze my paid account temporarily?
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...
I was charged for more users than I should have been. Why did this happen?
You may have forgotten to adjust your billing information after deleting users.
When you delete a user, yo...
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...
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...
Learn about Dashboards
What are dashboards?
What are dashboard cards?
Insightly's standard dashboards
Choosing the right chart type
Creating dashboards (video)
How to crea...
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...