Kourtney Stuthard

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2. Announcements

Welcome! Thank you for visiting the Insightly Help Center. Let's take a look around. Search The search bar is here to help you find what you’re looking for. Just type in your keyword and we’ll disp...

• Edited May 29, 2019 00:08
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1. Community
2. Product Updates from Insightly

Insightly Administrators can now rearrange the Related tab of their records. This will allow them to sort their related records in an order that makes sense to their day-to-day and lets them remove...

• Created May 24, 2019 18:49
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• 3 votes

1. Community
2. Announcements

We are happy to announce the release of our new podcast series, Insightly Gamechangers! Our first episode, How NowPow Builds an Intelligence Hub, is now available.  NowPow is an innovative healthc...

• Edited May 20, 2019 20:41
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1. Community
2. Announcements

Just a heads up, the Insightly team will be out of the office Monday, May 27th for Memorial Day. We will return on Tuesday, May 28th.   As always, we highly encourage our community members to help ...

• Created May 20, 2019 17:53
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• 3 votes

1. Community
2. Product Updates from Insightly

We are releasing new dashboard visualization capabilities - charting and mapping both opportunity products and quotation line items. So if, for example, you want to know which of your products have...

• Created May 08, 2019 19:56
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1. Community
2. Product Updates from Insightly

Our customers have told us that they want to build advanced custom reports around the quotation line items and opportunity product data that we shipped in the Q1 release. Today we are releasing the...

• Created May 08, 2019 19:34
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1. Community
2. Product Updates from Insightly

You can now allow Insightly to send you real-time notifications on any web browser so you'll never miss an update. This is great for you multi-taskers who are always switching between apps. If you'...

• Edited May 08, 2019 19:04
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• 1 comment
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1. Community
2. Product Updates from Insightly

Previously when adding a new contact, you had to remember to add the new organization first before adding the new contact in order to relate the two together. No more! Now, you can start creating t...

• Created May 08, 2019 18:58
• 1 follower
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1. Community
2. Product Updates from Insightly

Custom fields can now be created for tasks and events! This has been one of the most requested features we’ve ever had. Thank you to our customers for giving us such great feedback and helping us m...

• Created May 08, 2019 18:04
• 4 followers
• 3 comments
• 1 vote

1. Community
2. Product Updates from Insightly

To optimize the space of your details tab, you can now configure an object's page layout to separate your fields into multiple columns. To learn more about enabling this feature, please read the D...

• Created May 08, 2019 17:28
• 4 followers
• 4 comments
• 0 votes