You may say ‘tomato’ and I may say ‘tomahto,’ but with Insightly’s customization options it doesn’t matter.  We can each customize Insightly to match our own unique work processes, making data entry and navigation easier. Some of these settings are often overlooked, so here are a few—with a couple of newer additions—that you or your Insightly administrator can set to your liking.

 

Keyboard Shortcuts

Keyboard shortcuts allow you to navigate and create records without moving your hands away from your keyboard. When you log in to Insightly and click the profile icon in the upper right, you can select the Keyboard Shortcuts option to view the shortcuts menu.

To enable or disable these keystrokes, simply check or uncheck the Enable Keyboard Shortcuts option and close the menu.

 

Automatic Social Profiles

Since many small businesses utilize social media to boost their brands and extend their marketing outreach, Insightly includes automatic social media searching for contacts based on email addresses. We display links to matching social profiles directly on the contact’s page for easy access.

If your business prefers not do display the Social Profiles section on contacts, your Insightly administrator can disable this function from the System Settings > Social Profiles page.

Your administrator can uncheck the Enable Automatic Social Profiles box and click the Save Settings button. Please note that this will disable social profiles for all users in that Insightly account.

 

Inline Editing

While you can click Edit (the pencil button) to add or modify fields in any record in Insightly, you can also edit existing fields when viewing a record by moving your mouse cursor over a field, clicking the pencil icon, and clicking a checkmark to save your changes. This setting is enabled by default, but if you would like your users to see all the available fields when they edit records, your administrator can disable inline editing.

To access this setting, go to the System Settings > Inline Editing page.

To disable the setting, uncheck the Inline Editing Enabled checkbox and click the Save Settings button. Please note that this will disable inline editing for all users in that Insightly account.

With these and all the other options available from Insightly, you can configure your CRM to make every workday more efficient!