Kourtney Stuthard

1. FAQ
2. API & SSO

Question Does SAML work on the Insightly Mobile App? Answer No, not at this time.

• Edited June 12, 2019 17:06
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1. FAQ
2. API & SSO

Question I noticed that Insightly allows users to sign in using their Microsoft Office 365 credentials. Do I need SAML, which is a feature on Enterprise plans, to use the Single Sign-On feature wit...

• Edited June 12, 2019 17:04
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1. Managing Your Records
2. Categories, Tags, and Custom Fields

Custom fields help you create personalized records for a more productive Insightly experience. Each custom field will have unique field details, but they aren't vastly different from one another. C...

• Edited June 10, 2019 21:27
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1. Account Administration & Billing
2. Customizing Your Account

What do you do when you can't find the fields you need because the page is overloaded with fields? Look no further than page layouts. With page layouts, you can: Reorganize fields on the page Mak...

• Edited June 10, 2019 21:09
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• 2 votes

1. Getting Started
2. Insightly 101

Online support for all users All users, including users on our free plan, have access to the resources here at the Insightly Help Center. These include: Our official help articles for training, gu...

• Edited June 10, 2019 17:45
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1. Sales and Project Management
2. Products, Price Books, and Quotes

Quotes come with their own premade template available for creating PDFs. If you want to generate PDFs for other objects or if you just need multiple templates, you will need to create and upload yo...

• Edited June 06, 2019 00:14
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• -1 votes

1. FAQ
2. Activities and Automation

Question Why can't I delete a Pipeline/Stage/Activity Set that is not in use? Answer Have you checked the deleted items in your recycle bin? If a record is deleted and sent to the Recycle Bin, it m...

• Edited June 04, 2019 01:03
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1. FAQ
2. Managing your records

>Question I need to add a column on the page where I view all of my records, how do I do this? Answer To add a column to your list view, you will need to create a custom list view. You cannot ad...

• Edited June 04, 2019 01:02
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1. FAQ
2. Account Administration & Billing

Question Can I freeze my paid account temporarily? Answer We cannot put a hold or freeze on an account. We do have a free plan that you can downgrade to if you plan to return to Insightly at a late...

• Edited June 04, 2019 01:01
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1. FAQ
2. Account Administration & Billing

Question I was charged for more users than I should have been. Why did this happen? Answer You may have forgotten to adjust your billing information after deleting users. When you delete a user, yo...

• Edited June 04, 2019 00:38
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