Kourtney Stuthard

1. FAQ
2. Custom Fields

Question  Do images in custom image fields count towards my data storage limits? Answer Yes, it will count towards your data storage limits. It will not count towards your record count limits, howe...

• Edited June 17, 2019 17:54
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1. FAQ
2. Mobile

Question Can I use the Insightly mobile app offline? Answer Unfortunately, the Insightly mobile app does not support offline functionality, so it will only work when you're on a cellular data conne...

• Edited April 18, 2019 19:21
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1. Sales and Project Management
2. Products, Price Books, and Quotes

After you've created your Products and Price Books, you will need to connect them to your Opportunities before you can start generating Quotes. Start by assigning a Price Book to an Opportunity. Ho...

• Edited April 12, 2019 22:27
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1. Reporting & Dashboards
2. Dashboards

What this card is for: To view the current stages of all your projects grouped together. Understanding your progress towards your deliverables will help ensure you can properly plan for completion....

• Edited September 27, 2019 17:44
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1. Activities and Automation
2. Insightly Voice for Phone Calls

Introduction What is Insightly Voice? What are the requirements for Insightly Voice? Insightly Voice Basics Setting Up How to assign Insightly Voice licenses Customizing your Insightly Voice nu...

• Edited January 17, 2019 18:36
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1. Managing Your Records
2. Custom Apps

Custom apps can be created by Insightly administrators on the Enterprise subscription plan. How to create a custom app Go to System Settings > Custom Apps. Click New Custom App. Enter the name of ...

• Edited December 10, 2019 21:18
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1. Managing Your Records
2. Custom Objects

After you've created a custom object, you might want to alter the details. Administrators can edit a custom object at any time. To edit a custom object: Go to System Settings > Objects and Fields....

• Edited September 06, 2018 20:37
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1. Managing Your Records
2. Custom Objects

You're probably familiar with Insightly's standard objects - they contain all of your records. From contacts to organizations, objects store critical information. While our standard objects are ve...

• Edited September 26, 2019 00:17
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1. Getting Started in CRM
2. Mobile Apps

You can enable or disable Insightly's call logging feature through the settings page. Call logging will be enabled by default. To enable or disable call logging Go to Settings. Tap Call Logging. T...

• Edited July 17, 2018 23:13
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1. Getting Started in CRM
2. Mobile Apps

Users on paid accounts can log their phone calls through the Insightly mobile app. Just make a call and Insightly will create a new record that contains important details about the call. How to log...

• Edited July 18, 2018 21:04
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