Do images in custom image fields count towards my data storage limits?
Yes, it will count towards your data storage limits. It will not count towards your record count limits, howe...
Can I use the Insightly mobile app offline?
Unfortunately, the Insightly mobile app does not support offline functionality, so it will only work when you're on a cellular data conne...
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.
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....
What is Insightly Voice?
What are the requirements for Insightly Voice?
Insightly Voice Basics
How to assign Insightly Voice licenses
Customizing your Insightly Voice nu...
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 ...
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....
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...
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.
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...