
Kourtney Stuthard
- Member since
- Total activity 1057
- Last activity
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Does SAML work on the Insightly Mobile App?
Question Does SAML work on the Insightly Mobile App? Answer No, not at this time.
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- 1 follower
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Do I need SAML to use this 'SSO' feature with O365?
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...
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- 1 follower
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- -1 votes
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Insightly's custom fields list
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...
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- 1 follower
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- -3 votes
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Why can't I delete a Pipeline/Stage/Activity Set that is not in use?
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...
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- 1 follower
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- -1 votes
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Can I freeze my paid account temporarily?
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...
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- 1 follower
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- -1 votes
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Why was I charged for more users than I have?
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...
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- -3 votes
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The Insightly CRM Email Guide
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...
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- 1 follower
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What is Insightly CRM?
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...
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- 4 followers
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- 32 votes
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The Guide to Insightly 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...
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- 1 follower
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- 8 votes
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Video: Top 3 New Features of the New Insightly User Experience
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...
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- 1 follower
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- 1 vote