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
Bulk Download Files associated with an Object
We’ve introduced Bulk Download feature for files linked to an object record, enabling users to download multiple files at once instead of individually. To use this feature, simply go to the "Files" section from the Related tab of the record and click the ‘open-in-new’ icon to view the complete list of files associated with the object. Users must have read permissions for the record in order to download the files. A maximum of 50 files can be downloaded at a time, with a total size limit of 1GB per download. The files will be delivered in a zip file. Please note that this feature is not available on mobile apps or mobile browsers.
Here is a link to our help documentation on Uploading, Downloading and Managing Files.
Enable Comments by Default
We've updated the commenting feature to be enabled by default on all objects (both standard and custom) so users can easily discover and use it without needing to stumble upon it in settings or search through the help center. Users will now be able to view, add, and reply to comments right away, without having to manually activate the feature. This change applies only to new customers or instances.
Here is a link to our help documentation on How to Use Comments Tab.
Organization Name Added within Global Search Results
We've enhanced the global search bar to make it easier for users to view the Primary Organization linked to a Contact and Opportunity during their search. This improvement ensures users can confirm they're selecting the right Contact and Opportunity before finalizing their record choice.
Here is a link to our help documentation on Global Search.
Design Enhancements
As part of our ongoing design refresh, we’ve rolled out several visual updates aimed at enhancing the overall user experience and aligning with our updated branding:
- New Sign-Up and Login Pages
We've given the Sign-Up and Login pages a visual overhaul, delivering a cleaner, more intuitive, and engaging interface. These updates are designed to improve navigation and streamline both the onboarding and login experience. - New Theme Color for Insightly Marketing App
The app’s primary theme color has been updated from blue to purple, reflecting our new brand identity. This change brings a more cohesive, modern aesthetic across the platform.
Additional Resources
- Learn more about contacting Insightly Support
- Learn more about support and service plans for Insightly products:
- Review the status of Insightly