As we add more features to our iOS and Android apps, we’re very pleased to see more Insightly customers accessing their CRM on mobile. Now, we’re announcing another big step toward bringing all the Insightly features you love to your smartphones and tablets: Your Insightly calendar and events are available on the go!
With access to your Insightly calendar in our mobile apps, you can quickly check contact details before a meeting, dial in to conference calls, and view a day’s agenda in a calendar view.
The Mobile Calendar
To view the calendar, select the calendar icon from the menu on the left. Your Insightly mobile calendar displays all of your own tasks and events. Days with scheduled events will display one dot for a single event and two dots for multiple events.
From the calendar, you can:
- Swipe down from the top to switch between monthly and weekly views.
- Swipe the calendar left or right to move to the previous or next week or month.
- Click the + symbol to add a new event.
- Click the search icon to search through your events.
- Touch a date to view the tasks and events for that day.
We lists your tasks at the top of the daily agenda, then your all-day events, and then events by time. Tasks will be listed on the calendar by due date, if you’ve included one, or on the start date. (If a task has neither date, it won’t appear in the calendar.) Swipe down on the agenda to refresh it.
Events
You can add events directly from the calendar view or from the Related section of other records. When you create an event from the mobile app, we’ll display the time zone to remind you that the app is using your phone’s current time zone, not the time zone from your Insightly settings.
When viewing a contact or other records, you’ll find upcoming linked events on the Related tab. Click “Load past events” to view events that have already occurred.
When you tap an event to view it, you’ll see email and phone icons. If your event includes a phone number in the location field, such as a conference call number, you can click the phone icon to dial in. The email icon will allow you to email contacts who are linked to the event.
The latest version of Insightly mobile (3.6.1) has been released for Android and submitted to Apple for approval, so the iOS update will be available on the App Store soon.
(Updated 6/24/2015: The iOS app is now available for download!)
If you haven’t tried the apps, download them now and access Insightly anywhere you go!
