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support.insight.ly
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Definitions (81)
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Account owner
The person who manages the billing and receives the invoices for your Insightly subscription. An administrator can change the account owner.
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administrator
Insightly administrators (or "admins") are the users on your account who can change high-level settings. The person who first creates the Insightly account will be an administrator and can g [..]
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Calendar
The Insightly calendar displays your own events, tasks with due dates, and milestones. You can also view other users' events, if they've made them public. The calendar is an Insightly page t [..]
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categories
A way to label or group opportunities, projects, tasks, or files. Categories and category colors can be customized by the Insightly admin.
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COMMENTS
Comments can be added to tasks or notes. Anyone who has access to a task or note can add a comment to it.
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Contacts
People. Sales contacts, vendors, suppliers, employees—anyone who is connected to your business. Connect them to each other using relationships and linking, because people need people.
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CSV
Comma separated values. A file used to import and export data which can be opened with a spreadsheet program or text editor. Each record in the file is represented in a row, and each field is separate [..]
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Custom fields
Administrators can create custom fields to hold information that doesn't fit into Insightly's default fields.
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Email Signature
A setting on the User Settings page which allows paid customers to customize their email signature for emails sent from within Insightly. The signature for customers on unpaid plans will display “Sent [..]
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email template
A customized template that can be set up and used to mail contacts and leads from within Insightly.
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