FAQ
Quickly find answers to the most frequently asked questions.
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Account Administration and Billing
- Can I freeze my paid account temporarily?
- Why was I charged for more users than I have?
- Can our users be on different plan levels?
- How do I make another user an administrator?
- How do I manage what my users can see, edit, and delete?
- How many admins should be on an account?
- Trial Period for Free Plan
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Activities and Automation
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API & SSO
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Custom Calculated Fields
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Custom Fields
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Custom Objects and Custom Apps
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Dashboards and Dashboard Cards
- Editing a card using the drop down menu for "user responsible" can't find our active users
- Can Dashboards be customized for each user?
- Do dashboards work well with custom fields?
- Can QuickBooks data drive Insightly Dashboard?
- How many Dashboard Cards can I add to a Dashboard?
- Where can I find examples of Dashboard Cards?
- Which objects can be used to create Dashboard Cards?
- How many Dashboard Cards can I create?
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Insightly
- Inactive Gratis Account Deletion
- I can't login after switching to the latest version of Insightly, how can I fix it?
- Insightly won't keep me Logged In
- Where can I find my SMTP Server information?
- Why are received emails in Gmails are not being forwarded to Insightly?
- Why am I Seeing a Free Trial when I Have a Paid Account?
- Recommended Browsers
- What is the New Insightly User Experience?
- What has changed in the New Insightly?
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Insightly Classic
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Managing your records
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Mobile
- Can I create a Contact, then create and link a new Organization from the mobile app?
- Can I change the stage of a pipeline from the mobile app?
- Can I use tags in the mobile app?
- Can I use the Insightly mobile app offline?
- Does Insightly offer call logging?
- How long can I record audio notes through the mobile app?
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Other Applications
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Products, Price Books, & Quotes
- Can I create a Quote on the Insightly mobile app?
- Do Quote quantity fields support fractional quantities?
- Can I set up an approvals process for quotes with steep discounts?
- How is taxation calculated in Quotes?
- Can I add digital signatures to my Quotes?
- Can I add my company logo to a Quote template?
- How do I import Products and their prices?
- Where can I find Products and Price Books that I've marked as inactive?
- How do I delete or archive Products and Price Books?
- What is Quote sync?
- How do I clone a Price Book?
- Can I add my company logo to my Quotes?
- Which version of the Insightly API support Products, Price Books, and Quotes?
- Can I use multiple currencies in a Price Book?
- Can I create a report for Products, Price Books, or Quotes?
- How is the Opportunity Value calculated on Opportunities with Products?
- What is the Standard Price Book used for?
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Reporting
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Sales Management