Kourtney Stuthard

1. FAQ
2. Products, Price Books, & Quotes

Question Can I set up an approvals process for quotes with steep discounts? Answer Yes. You can do this with Object Validation Rules. 

• Edited April 22, 2019 21:12
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1. FAQ
2. Custom Fields

Question Can I create a list view that includes my records with custom image fields?  Answer No.

• Edited April 22, 2019 20:46
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1. FAQ
2. Custom Calculated Fields

Question Can I create a calculated field that contains other calculated fields within the formula? Answer Unfortunately, this is not currently possible.  If you want to learn more about creating cu...

• Edited April 18, 2019 19:38
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1. FAQ
2. Custom Calculated Fields

Question How many custom calculated fields can I create? Answer Each Insightly instance can create up to 20 custom calculated fields per object. If you want to learn more about creating custom calc...

• Edited April 18, 2019 19:38
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1. FAQ
2. Custom Calculated Fields

Question What programming language is used to create custom calculated fields? Answer Custom calculated fields are created using C# (C sharp). If you want to learn more about creating custom calcul...

• Edited April 18, 2019 19:38
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1. FAQ
2. Custom Calculated Fields

Question When are custom calculated field values actually calculated? Answer Custom calculated field values are calculated instantly. If you want to learn more about creating custom calculated fiel...

• Edited April 18, 2019 19:37
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• -1 votes

1. FAQ
2. Products, Price Books, & Quotes

Question Can I add my company logo to my Quotes? Answer Yes. Create your own Quote template using a word document program and add your logo. Then, upload it to Insightly and assign the template to ...

• Edited April 18, 2019 19:36
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1. FAQ
2. Dashboards and Dashboard Cards

Question Where can I find examples of Dashboard Cards? Answer You can find a list of example dashboard cards at the bottom of Dashboards: Data Visualization Basics.

• Edited April 18, 2019 19:30
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1. FAQ
2. Dashboards and Dashboard Cards

Question How many Dashboard Cards can I add to a Dashboard? Answer You can add as many cards as your plan allows you to create. Professional plans can add up to 100 cards on a single Dashboard. Ent...

• Edited April 18, 2019 19:30
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1. FAQ
2. Dashboards and Dashboard Cards

Question Can Dashboards be customized for each user? Answer Yes. Users can configure their Dashboards to their preference. They can choose the layout, number of cards, and card size of any Dashboar...

• Edited April 18, 2019 19:24
• 1 follower
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• -2 votes