As you add your contacts to Insightly, you'll also be adding the organizations they're affiliated with. Contacts are connected to organizations through links. Each link includes a Title field where you can enter the title of the contact at the related organization.
So if someone is a board member at one company, a representative for another, and a writer for a local charity, you can see all their connections and titles right from their contact record.
The title is visible when you view, add, or edit a contact's links. The links appear below the contact's details.
This means there is a Role field for each link. It's not a field in the contact record itself. If you would like a unique field for every contact's title, you can create a custom field for your contacts called "Title" or "Occupation."
Where to edit a contact's Role field
You can enter or edit a contact's role in three situations:
- When editing an existing link. You can add or edit the role from the Links section by moving your cursor over the link and clicking the Pencil/Edit icon that appears.
- When creating a new contact. When you enter a role and enter or select an organization, the two records will be linked.
- When adding a new link.
As you add your contacts to Insightly, you'll also be adding the organizations they're affiliated with. Contacts are connected to organizations through links. Each link includes a Title field where you can enter the title of the contact at the related organization.
So if someone is a board member at one company, a writer for a local charity, and a representative for another, you can see all their connections and titles right from their contact record.
There is also a Title field in the contact record itself. This can be entered on its own, or with a primary organization. It will display on the Related tab with the primary organization.
For all linked organizations, the titles are visible with the contact's links in the Related subtab.
Where to edit a contact's Title field
You can enter or edit a contact's role in three situations:
- When creating or editing a contact. When you enter a title and select an organization, the contact will also be linked to it.
- When editing an existing link. You can change the role from the Related subtab by clicking the three dot menu and selecting Edit Link.
- When adding a new link.
