
Kourtney Stuthard
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Understanding bulk updating with imports
This article is part of the Insightly Importing Guide When you import records into Insightly, you can update existing records in bulk by matching the Record ID in the CRM to the Record ID in the fi...
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How to create a custom object
Do you have data to record that doesn't fit into one of our premade objects? Administrators can create custom objects when Insightly's standard objects don't fit the unique needs of their business....
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System Settings
Insightly administrators should get very familiar with the System Settings page. These settings affect all users on an account. To view the System Settings page, click the profile menu and select S...
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How to create a custom field
You can set up custom fields to hold unique information that you'll need to record in your CRM. After creating a field, you'll add it to a Page Layout, where you can create sections to group your f...
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How to create Custom Buttons
Custom Buttons are used to quickly execute actions directly from a record. Admins can add up to six buttons to a Page Layout, but can create as many as they want per object. This feature is availab...
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How to enable Other Contacts At This Organization
When you're reviewing a Contact's information, you might want to know who else in your Contacts list works with this person. You can add the Other Contacts at this Organization list to your contact...
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How to edit a Product
Users can edit their Product's details at any time. To limit how much your users can edit the details of Products, admins can use advanced permissions, validation rules, or Page Layouts. To edit: ...
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How to create and use an image custom field
To start adding images to records, admins will need to create an image custom field and add it to their Page Layouts. To create an image custom field: Go to System Settings > Objects and Fields. S...
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Customizing Opportunities
Opportunities are used to monitor your sales process. This is where you can keep a record of what the value of a sale is, why a Contact or Organization is interested in your business, and the timel...
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Viewing Records
Records are the items in Insightly that contain the details of all your business' most important information. A contact record, for example, represents one person - they might be a prospective cust...
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