May 2022

Filtering List Views and Automation criteria made easier with updated drop-down format

When you’re filtering a custom list view or adding criteria to a workflow automation in Insightly CRM or Insightly Service automation, the dropdown containing field options is now organized into a Standard Fields section and a Custom Fields section. 

Here is a link to our help documents that explain how to create a custom list view, workflow automation, and Insightly Service automations.

Address details now auto populate and auto update when creating a quote for an organization

When creating a new quote, the Organization Name field will auto populate to the organization associated with the opportunity. A different organization can be searched for and selected if applicable (or a new organization can be created); if a new organization is selected, the Billing Address and Shipping Address fields, and the contact will auto update to match the newly selected organization. 

Here is a link to our help document that explains how to create a quote.

Manage files stored to Insightly CRM with a new file list view

Users can upload files to Insightly CRM using their Google Drive, Dropbox, Box, or OneDrive accounts or by uploading the file directly from their computer. Files stored to the CRM are linked to a record under the related tab and can also now be managed from a file list view where they can edit, delete, download, or replace a file. This list view is also where users can now bulk delete files. This enhancement is available to all users within Insightly CRM. 

Here’s a link to our help document that explains file management within Insightly CRM.

Save time creating and sending quotes with clone functionality

When multiple quotes with similar details are needed, a quote record can be cloned rather than manually creating similar quotes. When a quote is cloned, the new quote displays all data from the original quote including custom field values. Once the cloned quote has been saved, the quote products from the original quote are copied over to the cloned quote and the cloned quote will be associated with the original quotes opportunity although any PDFs from the original quote will not be copied over to the cloned quote. This enhancement is available to all users on an Enterprise CRM plan level with Products, Price Books, and Quotes enabled. 

Here is a link to our help document that explains how to clone a quote.

Customize the user experience for your Custom Apps 

Administrators can now choose which page users will be directed to upon opening a custom app, which dashboard will appear on the home screen, and which list views will load by default for all objects within the custom app. This update is available to Enterprise-level CRM customers using Custom Apps. 

Here is a link to our help document for how to edit a custom app’s details.

Introducing the Insightly Service Community forums! 

Community forums act as a space for customers to ask questions, collaborate, make product suggestions, and inform other users about issues or bugs. Users can follow forums to receive updates when there is new activity. Insightly provides a Default Community for each Portal, which can be enabled or disabled by System Administrators via System Settings > Portal Management.

Here is a link to our help documentation about  Insightly Service Community management. 

Define brand email addresses when creating new brands 

When creating a brand within Insightly Service, users can now assign brand email address details to ensure that incoming support requests for directed to a specific email inbox for the brand. 

Here is a link to our help documentation that explains how to use brands.

Customize what information is available for your agents when managing tickets by updating your ticket layout 

Administrators can now design the page layouts of ticket records in System Settings to define what information is visible on tickets including the Contact and Organization tabs. This enhancement is available to all Service customers within System Settings > Objects and Fields. 

Here is a link to help documentation about using tickets in Insightly Service.

Use the Ticket Sidebar to see the number of tickets within your Queues and Views and easily move between them

When viewing a ticket list view, users can click the Show Sidebar button (to the left of the New Ticket button) to display the number of tickets in each list view. The sidebar will display the queues and views in the same order as they are shown in the list view dropdown for the Tickets object. Clicking a queue or view within the sidebar will change the view of the Tickets object to that specific queue or view. This enhancement is available to all Insightly Service customers from a ticket list view. 

Here is a link to help documentation about using tickets in Insightly Service.

Create Personal or Shared Macro from a ticket

The Actions button for a ticket will now display the options Add Personal Macro from Ticket and Add Shared Macro from Ticket. Selecting either option will auto direct the user to User Settings or System Settings (as applicable based on macro type) where the personal or shared macro can be created. Personal macros can be created both users and System Administrators whereas shared macros can only be created by System Administrators. 

Here is a link to our help documentation about using tickets in Insightly Service.

Create a Table of Contents within a Knowledge Article

When creating knowledge articles within Insightly Service, users can create anchors within the article and then auto build a table of contents based off those anchors. Once the table of contents is generated, users have full edit functionality to edit the design as applicable. 

Here is a link to our help documentation about creating knowledge articles in Insightly Service.

Create a new ticket for a contact from another ticket 

The Actions button for a ticket will now display the option Add New Ticket for Contact. Selecting this option will display the Add New Ticket popup and the Contact field for the new ticket will automatically be pre-populated as the same contact as the original ticket being viewed. 

Here is a link to our help documentation about using tickets in Insightly Service.

Agents can create CRM opportunity records off a ticket 

Agents will now have the ability create an opportunity record from a ticket by selecting the Add New Opportunity from Ticket from the Actions drop-down menu when viewing a ticket.

Here is a link to our help documentation about using tickets in Insightly Service.