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Dennis B.

Insightly Community Manager

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Recent activity by Dennis B. Sort by recent activity Recent activity Votes
  • Insightly's GDPR readiness

    What is GDPR? GDPR, or the General Data Protection Regulation is a new set of EU regulations set to come into force, as a replacement to the existing Data Protection Act. It’s the rules and regula...

  • Register: Q2'18 Release Webinar with Insightly CEO on Wednesday, April 4th, 9AM PST

    Ever wanted to customize your record layouts? Perhaps reorder, hide, or make some fields required? Well, that's just the beginning of what's possible with Insightly's Q2'18 release. Join CEO Antho...

  • Dashboards! Cards! Charts! OH MY!!! 😱

    One of the most requested features by the Insightly Community is finally here… Introducing Dashboards! Dashboards This feature was built from the ground up and took over a year to develop. We appr...

  • Insightly web-to-lead forms + reCAPTCHA = bye SPAM 👋🏽

    Say goodbye to dirty data with our new integration with Google’s reCAPTCHA. You can now add reCAPTCHA to your existing web-to-lead forms and rest easy knowing internet bots won’t be able to send bo...

  • Mobile App Version 3.22 update

    In version 3.22 of the mobile app, you can now customize your screen with new options that include displaying relevant information like Today’s Tasks, Recent Activity, and Recently Viewed informati...

  • Recent items view update in latest release!

    We’ve updated lists view for Leads, Contacts, and Organizations to display the most recent items opened. This means easy access to the records you use most, you no longer need to search for a parti...

  • Bulk Edit improvements in latest release!

    Bulk edit functionality is now available across every record type so you can update your CRM faster than ever before! Create a list of leads, contacts, organizations and more and bulk select them a...

  • Top Q&A from "NEW Insightly Reports, Dashboards & Much More" webinar

    Thanks to everyone that attended our webinar! For those who missed it, you can watch the recording here. We loved everyone's enthusiasm, especially around the new dashboard feature! Here are the to...

  • Mobile App Version 3.21 Update

    Here's a look at the latest mobile app improvements that you'll find with the release of version 3.21 Push notifications aren't just for reminders anymore. Get notifications for new assignments a...

  • Insightly Office Closed Monday, February 19th

    Hello Insightly Community, Just a heads up! Our Insightly offices will be closed on Monday, February 19th  for President's Day. We will reopen on Tuesday, February 20th. As always, we highly encour...