With reports, you can identify all Insightly Voice calls that have been linked to an object.
Go to Reports and select an object and activity report. You can use this for any type of object, but ...
The Call List is an easily accessible list of numbers that are used for making calls using the Insightly Voice Dialer.
The Call List contains any contacts, leads, and organizations you add and can ...
To have the highest quality experience with Voice, you must have the following:
The Chrome or Firefox web browser. Insightly Voice is not supported on other browsers.
A wired headset with a mic. W...
What are custom objects?
Create Custom Objects
How to create a custom object
How to use the related tab on a custom object
Edit Custom Objects
How to edit a custom object
What are custom apps?
Create Custom Apps
How to create custom apps
Edit Custom Apps
How to edit a custom app's details
How to edit a custom app's objects
How to edit a custom app...
While standard objects cannot be deleted, administrators can delete any custom objects that their team has created.
If you delete a custom object you cannot recover it. Any data associated with th...
You can use the print feature whenever you need to create a physical copy of a record.
To print a record:
Open the record you want to print.
Click on the Actions dropdown and select the Print opti...
Administrators can create custom objects and custom apps in the web version of Insightly to completely personalize their CRM. For those who like to use Insightly on the go, custom objects and custo...
If you've created a custom app, you might need to make updates in the future. Editing the details of an app, like the description or icon, can be done at any time by an Insightly administrator.
When you create a custom app, you have full control over which profiles have access to it. Administrators can add or remove profiles while creating the app or edit them as needed.
To edit profile ...