As your business grows, so does the number of records you’ve added to Insightly. Having the freshest data at your fingertips, wherever you are, is vital to your success, and waiting around while your mobile app synchronizes your information can slow things down. Our latest update for Android and iOS includes big changes to the way your data syncs so that you can get on with your business without unnecessary delays.
Faster Sync When You Sign In
With previous versions, signing in to the Insightly apps for Android or iOS would start the process of downloading all your CRM records to your device. For customers with a large number of items, this could take some time. The new login sync will retrieve all the high-level information you need to get started with your records, avoiding the wait time of downloading every detail. The rest of your data will continue to load as you start working within Insightly or as you need it. Overall, the process to update the information in your mobile app is now eight times faster.
Always See the Latest Updates
Once your records are on your device, a colleague back at the office or on their own Insightly mobile app may update a contact or add a note to an opportunity. Previously, you would need to swipe down on a record to refresh the data to make sure you were seeing the latest information. Now, as you move from one screen to another, Insightly will check for incremental changes to the record you’re viewing and update the item without any extra steps on your part. You can still pull to refresh, but you shouldn’t need to, and you’ll always see the latest information.
Sync it all, from Settings
If you ever need to troubleshoot your app, a good step is to reset your data, which used to be done by logging out and signing back in to the app. We’ve added a Settings item to your menu which includes a Sync Now option. Just below that, we’ll let you know if data syncing is still in progress. Tap Resync all your account data to reload all your data from scratch. The new Settings screen also displays your account and user information, your Insightly mailbox address, and the Log Out link.
Support for New Custom Field Types
The mobile apps now include our newest custom fields. So, if you’re using a checkbox or numeric field, you’ll now be able to see and edit their values from the mobile apps. In addition, the help text for your custom fields will now be accessible on mobile devices—just tap the question mark icon.
Your Insightly Mailbox Address
Also listed on the Settings screen is your Insightly mailbox address. With a tap on Add to your device contacts, you can add the address to your device’s contact list for easy access. Use this address to forward incoming messages or CC outgoing messages from your email app and save a copy of those emails directly to Insightly with automatic links to related contacts and organizations.
Our mobile development team is working even faster than our new sync is, and more features and improvements will be on the way in 2016 and well into the future. We look forward to providing you with the best tools to help you be more productive, more helpful to your own customers, and more successful year-round.
Version 3.10 is available for Android today and will appear in the App Store as soon as Apple finishes its approval process.
If you haven’t tried our mobile apps, you haven’t experienced the full power of Insightly.
