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
Improved Notifications System
We've enhanced the Insightly Notifications System, improving both its visual design and functionality by organizing notifications into three distinct categories for better management:
- Mention Notifications: These are notifications you receive when someone @mentions you in a comment. While this feature is already available within tickets in the Service app, we are expanding it to a new comments system across Insightly CRM.
- Following Notifications: These notify you of changes to records you're following.
- System Notifications: These are automatically generated notifications, such as when an asynchronous process like a file import or bulk update completes.
All notifications within each tab are arranged in chronological order, with the most recent notifications displayed at the top. Here is a link to our help documentation for User Settings Overview
Profile Configuration of Apps
The Profiles section under System Settings has been enhanced to display available apps within each profile under Profile App Settings. This allows administrators to select from both standard and custom apps. The update improves the visibility and management of app accessibility within profiles, enabling administrators to adjust app availability. Additionally, admins have the option to restrict access to certain apps for specific profiles, ensuring users have access only to approved apps. It is important to note that users will automatically return to the last used app when they log in again after logging out. Here is a link to our help documentation for Configuring a Profile in Advanced Permissions.
Grand Legacy and Legacy Plans migration to Plus Plan
We are transitioning customers from the Grand Legacy Plans (Advanced, Large, Pro, Starter) and Legacy Plans (Basic and Standard) to the Plus Plan to ensure they receive the most up-to-date features, improved support, and better value. The move to the Plus plan will provide enhanced functionality, more robust security, and access to new features that weren't available in the older plans. Here is a link to our help documentation for Insightly Plans and Services
Insightly CRM
Time Tracking for Tasks
Time Tracking is a new feature that is only available on Professional and Enterprise plans. From the Time object on CRM, Users can enter the time worked on any task using the Daily or Weekly timesheet and the system will track those time entries and roll them up to an aggregate number of hours: minutes. Here is a link to our help documentation for Time Tracking for Tasks.
Approval Processes
The new Approval Processes feature can be found under CRM System Settings > Automation and is accessible exclusively on the Enterprise CRM plan. This feature is restricted to administrators and requires advanced permissions for setup and use. It supports Leads, Opportunities, Projects and all Custom Objects but can only have one active process per Object. Approval Process can be viewed, edited and deleted via actions menu but once the record is locked, it cannot be edited or deleted. Approvals can be automated or manual. Here is a link to our help documentation for Approval Processes.
Improved Record Comment System
We’re enhancing the record comment system functionality and its user interface in the CRM. Currently, comments are only available for Notes, Emails, and Tasks. Now we are extending comments to all custom objects and most standard objects, including Contact, Lead, Opportunity, Organization, Price Book, Product, Project, and Quote.
Comments will be a new tab within the user interface for each object (next to Details tab) when comments are enabled via System Settings. The new Comments tab will feature a count badge displaying the number of comments and replies, aggregating both parent and child comments. Comments can only be edited or deleted by the comment owner or an admin. Here is a link to our help documentation for How to Use the Comments Tab.
Add Contact and Organization links to Linked Items Reports
The Standard and Custom Fields for Linked Contacts from the Primary Linked Contact are now included in the Contact Linked Items Report. Similarly, the Standard and Custom Fields for Linked Organizations from the Primary Linked Organization are now part of the Organization Linked Items Report. These enhancements enable users to apply filters using Linked Contact and Organization fields within these reports. Additionally, the Role filter can now manually filter relationships using the text displayed in the dropdown during link creation. Furthermore, an 'Add Link' button will be displayed in the Related grid of the Contact and Organization records. Here is a link to our help documentation to learn more about What are Linked Items Reports
Enable Cloning of Workflows
With this enhancement, we’re providing the ability to clone an entire Workflow Automation, as currently, only individual criteria within a Workflow can be cloned. To clone a Workflow, users need to navigate to Insightly CRM > System Settings > Workflow Automation. Selecting Clone Workflow from the Actions menu duplicates the entire Workflow, including the workflow process, criteria, and actions. The cloned Workflow is saved as inactive by default and retains the original workflow's name, but it can be modified without affecting the original. Here is a link to our help documentation for How to configure a Workflow Automation.
Add Stage Duration Tracking to Leads
We’ve extended pipeline stage tracking to Leads, similar to what’s already available for Opportunities. This includes a Stage Duration grid under the Related tab for each Lead (configurable via Page Layouts) and a Lead Stage Duration report, which shows stage durations across all Leads. In both the reports and the Related grid, the Pipeline Name will always appear as "Lead Status," though it will not be available as a filter option in either view. Here is a link to our help documentation for Lead Stage Duration Report.
Insightly Marketing
Add Opted Out column to Marketing List Membership
In Marketing Lists, there are two distinct ways a prospect can be opted out: at the list level or globally. Currently, when a prospect is globally opted out, the system marks them as opted out across all marketing lists they belong to. To address this, we’re removing the existing ‘Opted Out from List’ column and introducing a new column called “Opted Out.” This new column will reflect both opt-out statuses—if a prospect is opted out at either the list level or globally, the checkbox in this column will be selected. This ensures that both types of opt-outs are accurately represented when sending emails or calculating the number of emailable prospects. Here is a link to our help documentation for Lists Overview.
Insightly Service
Multi File Upload for Tickets
Users currently have to upload files one by one when creating or updating a ticket. We have introduced an enhancement that allows users to upload multiple files at once during ticket creation or updates. This multi-file upload functionality can be accessed through instance settings, requiring users to request activation from Insightly to enable this feature. There is a file size limit of 20MB per file. Here is a link to our help documentation for Creating and Managing Tickets.
MS Office 365 authentication changes
Microsoft has deprecated basic authentication and now requires customers to use OAuth2 for accessing its services. To address this, we have updated the Email Settings in our Service App to support OAuth2 authentication, ensuring that the Office 365 email sending process is compliant with the new authentication standard. For existing Microsoft O365 users, a banner will be displayed notifying them that support for the old authentication methods is being phased out. The banner will prompt users to authenticate their email address using OAuth to ensure continued service. Here is a link to our help documentation for How to use Email Settings for Service app.
Allow Tickets to have different Organization than the Contact
Currently, when a ticket is created in Insightly Service, the system automatically assigns the organization of the ticket based on the associated contact. However, there are situations where users may prefer the contact to be an internal employee, leading to the organization assigned to the ticket being different from the contact's organization. To address this, we are introducing the ability to edit the organization directly via inline editing. Here is a link to our help documentation for Creating and Managing Tickets.
Additional Resources
- Learn more about contacting Insightly Support
- Learn more about support and service plans for Insightly products:
- Review the status of Insightly