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.
- Insightly Platform
- Insightly CRM
- Cloning Now Available for Organization Records
- Enable Insightly to Verify Any Lead Validation Rules Before Converting into an Opportunity
- Quote Email Field Type Update
- ‘Copy Emails, Files, and Notes to the New Project’ Checkbox Now Checked by Default
- Products Active Checkbox Checked by Default and New Actions Menu Options
- Add Products to Price Books with New Actions Menu Options
- Insightly Service
Insightly Platform
Number of Tags Displayed Limit Update
| Who | Users |
| What | Tags |
| Where | Object's Tag Index |
The number of tags that can appear in a record’s tag index is now limited to 100. If the number of tags exceeds 100, the Show All Tags hyperlink will appear at the bottom of the tag list. Clicking this link will display all tags.
Here is a link to our help documentation for using tags.
File Attachments Type Restrictions
| Who | Users |
| What | File Attachments |
| Where | Ticket Records and Email Records |
The following file attachment types will be blocked for security reasons:
.ade, .adp, .apk, .appx, .appxbundle, .bat, .cab, .chm, .cmd, .com, .cpl, .diagcab, .diagcfg, .diagpack, .dll, .dmg, .ex, .ex_, .exe, .hta, .img, .ins, .iso, .isp, .jar, .jnlp, .js, .jse, .lib, .lnk, .mde, .msc, .msi, .msix, .msixbundle, .msp, .mst, .nsh, .pif, .ps1, .scr, .sct, .shb, .sys, .vb, .vbe, .vbs, .vhd, .vxd, .wsc, .wsf, .wsh, .xll
An error message will appear when an attempt to attach these files has been made. This feature is applied to:
- Email messages converted into a email record
- Customer ticket submissions through the portal
- Ticket comments added in Service
- Ticket comments received through an email
Here are links to our help documentation for creating and managing tickets, uploading and managing files, and saving emails to Insightly.
Use Sandboxes to Test and Explore Insightly Features
| Who | Admins |
| What | Sandboxes |
| Where | System Settings > Sandboxes |
Sandboxes allow administrators to experiment with various Insightly features, such as role based security, lead routing, or workflow automation, without affecting or altering their organization’s account. Sandboxes can be created in Insightly CRM, Insightly Marketing, and Insightly Service.
Here is a link to our help documentation for sandboxes.
Insightly CRM
Cloning Now Available for Organization Records
| Who | Users |
| What | Organizations |
| Where | Organization Records |
Organization records can now be cloned through the Actions dropdown menu.
Here is a link to our help documentation for cloning standard and custom objects.
Enable Insightly to Verify Any Lead Validation Rules Before Converting into an Opportunity
| Who | Admins |
| What | Validation Rules |
| Where | Lead Management Settings |
With validation rules, administrators can write formulas to verify that certain conditions are met before records are saved. When configuring lead management settings, administrators can enable Insightly to automatically run and verify the validation rules for a lead before they are converted into an opportunity.
Here is a link to our help documentation for lead management settings.
Quote Email Field Type Update
| Who | Users |
| What | Quotes |
| Where | Quote Records |
The Quote Email field found within quote records is now available for use in workflow automations.
Here is a link to our help documentation for creating quotes.
‘Copy Emails, Files, and Notes to the New Project’ Checkbox Now Checked by Default
| Who | Users |
| What | Project Conversion |
| Where | Opportunity Records |
The Copy Emails, Files, and Notes to the New Project checkbox in the opportunity to project conversion process will now be checked by default.
Here is a link to our help documentation for converting opportunities to projects.
Products Active Checkbox Checked by Default and New Actions Menu Options
| Who | Users |
| What | Products |
| Where | Product Records |
When creating a product record, it will be marked as active by default unless the user unchecks the associated checkbox.
Here is a link to our help documentation for products and price books.
Add Products to Price Books with New Actions Menu Options
| Who | Users |
| What | Products and Price Books |
| Where | Product Records |
When adding a product to a price book, users can navigate to a product record and select Add Product to Price Books from the Actions dropdown. Additionally, users can navigate to a price book record and select Add Products to Price Book from the Actions dropdown.
Here is a link to our help documentation for products and price books.
Insightly Service
Bounce Errors Now Appear on Ticket Comments
| Who | Users |
| What | Tickets |
| Where | Ticket Records |
When a ticket comment fails to be delivered, Insightly will now display an error describing why the bounce occurred.
Here is a link to our help documentation for working with tickets.
Additional Resources.
- Learn more about contacting Insightly Support
- Learn more about support and service plans for Insightly products:
- Review the status of Insightly