To delete a List View:
Click on an object. For this example, I will use Contacts.
Go to the List View that you want to delete.
Click the gear icon and select Delete.
A warning will appear. Click OK.
When you have two dropdown fields that relate to one another, you might want the field selection of the first to determine which fields appear in the second. You can do this with Field Dependencie...
This article is part of the Guide to Insightly Dashboards
Learn how to build your own dashboards.
What's the Insightly Sidebar for Outlook?
What are the requirements for the Outlook sidebar?
Video: Insightly Sidebar for Outlook
Installing and Removing the Sidebar
How to install...
A video guide on using the Insightly Sidebar for Outlook.
This article is part of the Insightly Reporting Guide
Visualizing report data gives viewers a quick way of digesting information, and online charts provide up-to-date details when you need them. Yo...