- How to Use the Comments Tab
- Accessing an item using a unique ID number
- Adding a link to multiple items at once
- Attaching files to a record
- Changing a responsible user for multiple records
- Cloning a contact
- Copying an Organization's address to a Contact
- Duplicate detection
- Finding duplicate records with SmartMerge
- How to add a tag
- How to anonymize someone's information in Insightly
- How to change a record owner
- How to clone a project or opportunity
- How to create a List View
- How to create a new record from the Lookup dropdown field
- How to create and use an image custom field
- How to delete a List View
- How to delete data
- How to delete someone's information from Insightly
- How to print a record
- How to restore or remove items from the Recycle Bin
- How to set up custom filters for your lists
- How to set up link relationships for contacts and organizations
- How to sort list views
- How to Use Field History Tracking
- How to use lookup relationship fields with custom objects
- How to use the Related tab
- Linking records
- Managing contact titles
- Managing social media links
- Merging a contact into an organization
- Merging two contacts or two organizations
- Merging two or more records with SmartMerge
- Opening Gmail when clicking on an email address
- Quick filtering and updating tags
- Running a SmartMerge report to find similar records
- Tracking opt-in choices for your contacts and leads
- Updating multiple records with bulk editing
- How to Use Insight Cards
- Tags Overview
- What are the Next Activity and Last Activity dates?
- What is the kanban view?
- Uploading and Managing Files
- How to Use the Activity Tab