
Kourtney Stuthard
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[Insightly Classic] Insightly's custom fields list
Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version. Custom fields help you create personalized r...
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Custom Calculated Fields examples: Time Tracking with Tasks
Below are some examples of custom calculated fields and their use cases. This article focuses on the formulas that will help you implement time tracking. With custom calculated fields, you can crea...
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Enabling desktop push notifications
Users can allow Insightly to send them real-time notifications on their web browser so they never miss an update. This feature is available on Google Chrome, Microsoft Edge, Firefox, Safari, and an...
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Navigating Insightly
Welcome to Insightly! When you log into Insightly, you'll see the Home page. There are two different types of data you can choose to display on this page: Dashboards and Recent Activity. Click the ...
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Insightly Guides
Insightly's Guides are designed to give you the knowledge to get the most out of your CRM. Beginner's Guide Dashboards Guide Importing Guide Reporting Guide Email Guide Security and Permissions Gu...
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What are Insightly's standard objects?
As you've started to learn about Insightly, you will have come across the term "objects." Objects are the types of records you'll add to Insightly - all of your business's most important informatio...
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Building Blocks: Objects, records, and fields
As you've started to learn about Insightly, you may have come across the terms objects, records, and fields. So, what are they? The items in the navigation bar on the left of Insightly are examples...
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Can I create a Quote on the Insightly mobile app?
Question Can I create a Quote on the Insightly mobile app? Answer No. You can view Quotes you have created, but you cannot create a Quote from the Insightly mobile application.
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Does the Opportunity currency field support decimal prices?
Question Does the Opportunity currency field support decimal prices? Answer Yes.
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Do Quote quantity fields support fractional quantities?
Question Do Quote quantity fields support fractional quantities? Answer Yes.
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