Learn what's new with Insightly by reviewing enhancements that are now available! For questions, the Additional Resources section can be utilized to learn more about getting support from Insightly. Use the links below to navigate to a specific product.
| Insightly Platform | |
| Insightly CRM | Insightly Marketing |
| Insightly Service | Insightly AppConnect |
Enhancement List
Use these links to navigate to specific enhancements.
- Enhancement List
- Insightly Platform
- Insightly Marketing
- Insightly Service
- AppConnect
- New AppConnect Action: Search Entities (Advanced)
- New AppConnect Trigger: New or Updated
- New AppConnect Trigger: Task Comment Creation
- New AppConnect Trigger: New Note Comment Trigger
- New AppConnect Action: Update Opportunity and Project Pipeline Stages
- New List Membership Actions
- Updates to Record ID Value Labels
- Functionality for Insightly Service Portal
- Additional Resources
Insightly Platform
Field History Tracking Available for Workflow Automation
| Who | Users |
| What | Field History Tracking |
| Where | Object Record > Related Tab |
Field History Tracking will now capture data from workflow automations. When changes are made to workflow triggers, processes, criteria, and actions in Insightly CRM or to automations in Insightly Service, Insightly will record when each change was made and by whom.
Here is a link to our help documentation for Field History Tracking.
Dashboard Card Colors
| Who | Users |
| What | Dashboard Cards |
| Where | Dashboard Cards > Chart Properties |
Users can now change the colors of various charts utilized within dashboard cards. Via Chart Properties, users can select predefined color themes or define custom themes using hex values.
Here is a link to our help documentation to learn more about dashboard card charts.
New Dashboard Card Data Source: Marketing Emails
| Who | Users |
| What | Dashboard Cards |
| Where | Dashboard Cards > Data Source |
Marketing emails have been added as a data source for use in dashboards cards. Users with access to Insightly Marketing can now create dashboard cards to chart the number of emails sent or received over a set period of time by a user.
Here is a link to our help documentation for working with dashboards.
New Dashboard Card Data Source: Primary Linked Organization
| Who | Users |
| What | Dashboard Cards |
| Where | Dashboard Cards > Data Source |
When creating a dashboard card utilizing opportunity data, users can now capture data from standard fields from the primary linked organization. These fields are available for selection from the Categories and Values lists and are designated by the prefix “Organization:”.
Here is a link to our help documentation for working with dashboards.
Telephone Fields No Longer Link to Insightly Voice
| Who | Users |
| What | Telephone Number Fields |
| Where | Object Record > Details Tab |
On the Details tab for records, all standard and custom Phone fields will no longer link to Insightly Voice regardless of Insightly Voice account status. These fields will now display as standard hyperlinks.
Here is a link to our help documentation about the Details tab.
SAML / SCIM Configuration User Interface
| Who | Administrators |
| What | SAML / SCIM |
| Where | System Settings > Security > SAML and SCIM |
SAML Single Sign-On and SCIM can be used together in Insightly although implementation of SCIM is codependent on SAML. SAML and SCIM are only available on the Enterprise level plan.
For information regarding SAML & SCIM the help article, Setting Up SAML & SCIM Integrations, can be reviewed.
Insightly Marketing
Monthly Email Sending Limit Notification
| Who | Users |
| What | Marketing Emails |
| Where | Insightly Marketing |
When an Insightly Marketing instance reaches 90% of the monthly email sending limit, a message will be displayed at the top of the instance (on every page) to indicate this percentage. This message will also appear when an account reaches 100% of the monthly email sending limit. These messages can be closed but it will reappear upon every page refresh and on any page visited.
When viewing the Details tab of an email, the Email Status field will display Send Error if an email is not sent for any reason (including the email sending limit or an error).
Here is a link to our help documentation to learn more about emails in Insightly Marketing.
Insightly Service
Upload Attachments to Shared and Personal Macros
| Who | Users |
| What | Macros |
| Where | User Settings > Personal Macros |
When creating a shared or personal macro, users now have the ability to upload an attachment to the macro. A new button (identified as paper clip icon) has been added to allow users to select and upload a file to the macro being edited or created.
Here is a link to our help documentation to learn more about creating and using macros.
Improvement: Tickets and Knowledge Article Details Sidebar Visibility
| Who | Users |
| What | Tickets and Knowledge Articles |
| Where | Insightly Service |
The ticket's and knowledge article's details sidebar will no longer appear in apps outside of the Insightly Service app.
Here is a link to our help documentation for creating and managing tickets.
Primary Email Address for Brands
| Who | Users |
| What | Brands |
| Where | System Settings > Brands |
Brand functionality has been enhanced with the ability for users to change the primary email address for a brand.
Here is a link to our help documentation for working with brands.
AppConnect
New AppConnect Action: Search Entities (Advanced)
| Who | Users |
| What | AppConnect Actions |
| Where | AppConnect |
The Search entities (advanced) action has been added to AppConnect. Users can use this action to find entities using multiple field values and search for records with null, greater than, or less than date fields.
Here is a link to our help documentation for AppConnect.
New AppConnect Trigger: New or Updated
| Who | Users |
| What | AppConnect Triggers |
| Where | AppConnect |
The New or Updated trigger has been added to the Insightly connector within AppConnect. This can be used to trigger a recipe when a record is created or updated.
Here is a link to our help documentation for working with AppConnect triggers.
New AppConnect Trigger: Task Comment Creation
| Who | Users |
| What | AppConnect Triggers |
| Where | AppConnect |
The task comment creation trigger has been added to the Insightly connector within AppConnect. This can be used to trigger a recipe when a new comment is added to a task within Insightly CRM.
Here is a link to our help documentation for working with AppConnect triggers.
New AppConnect Trigger: New Note Comment Trigger
| Who | Users |
| What | AppConnect Triggers |
| Where | AppConnect |
The new note comment trigger has been added to the Insightly connector within AppConnect. This can be used to trigger a recipe when a comment is added to a note within Insightly CRM.
Here is a link to our help documentation for working with AppConnect triggers.
New AppConnect Action: Update Opportunity and Project Pipeline Stages
| Who | Users |
| What | AppConnect Actions |
| Where | AppConnect |
Users can update opportunity and project pipeline stages via the Update entity action in AppConnect. If the opportunity or project has no pipeline set, an error message will be displayed.
Here is a link to our help documentation for AppConnect.
New List Membership Actions
| Who | Users |
| What | AppConnect Actions |
| Where | AppConnect |
Three new actions have been added to AppConnect to support Insightly Marketing list management:
- Add Prospect to Static Lists - Via the Create entity action, select Prospect Static List Membership.
- Delete Prospect from Static List - Via the Delete entity action, select Prospect Static List Membership.
- Get Prospect’s Static List Memberships - Via the Get list of entities action, select Prospect Static List Membership.
Here is a link to our help documentation for AppConnect.
Updates to Record ID Value Labels
Who Users What AppConnect Record ID Where AppConnect Previously while configuring actions, Record ID labels did not identify the record’s object type. Going forward, these labels will display the associated object type. For example, a contact’s Record ID label will appear as Contact ID.
Here is a link to our help documentation for AppConnect.
Functionality for Insightly Service Portal
Who Users What AppConnect Where AppConnect AppConnect functionality (such as actions, triggers, etc.) is not available for:
- Knowledge Article Folder
- Knowledge Article Category
- Forum Category
- Forum
Here is a link to our help documentation to learn more about knowledge articles and using forums within Community.
Additional Resources
- Learn more about contacting Insightly Support
- Learn more about support and service plans for Insightly products:
- Review the status of Insightly