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This article contains information pertaining to updates that occur to the CRM and Service Insightly mobile applications for both iOS and Android. To gain access to the enhancements detailed below, users will be required to update the application via the Apple App Store or the Google Play Store.
In this Article
April 2024
April 2024
CRM 4.11
Searchable dropdowns in Custom Fields
When creating a dropdown or multi-select dropdown custom field from System Settings, if users checked the Allow searching through options in dropdown checkbox, that should enable search functionality within the dropdown on mobile apps.
Allow setting the owner on conversion from Opportunity to Project
When converting an Opportunity to a Project, users will now be allowed to set the New Project Owner on the Project Conversion screen on mobile apps. By default, the dropdown value for New Project Owner will be set to the currently logged in user.
Option to copy Files and Notes while cloning Opportunity or Project
Option to copy existing Files and Notes that appears during the cloning process of an Opportunity, or a Project has been added to mobile apps. Users need to check the checkbox if they want to copy existing files and notes to the cloned Opportunity or Project.
Change search results layout for Contacts and Leads
When a user searches for Contacts or Leads within the Global search on mobile apps, search results used to only display the name but now we are also displaying the email address of the Contact or Lead in parenthesis alongside name in this format: Name (Email). If there is no email associated, only name will be displayed.
Service 1.6
Add Ticket Comment Setting
When Ticket Comment Settings under Service User Settings is set to ‘Public Reply’ or ‘Internal Note’, the ticket comment should display the correct note type on Service mobile app.
Searchable dropdowns in Custom Fields
When creating a dropdown or multi-select dropdown custom field from System Settings, if users checked the Allow searching through options in dropdown checkbox, that should enable search functionality within the dropdown on mobile apps.
Change search results layout for Contacts
When a user searches for Contacts within the Global search on mobile apps, search results used to only display the name but now we are also displaying the email address of the Contact in parenthesis alongside name in this format: Name (Email). If there is no email associated, only name will be displayed.