Insightly Service
Free
1.5.4for iPhone, iPod touch
Age Rating
Insightly Service Screenshots
About Insightly Service
The Insightly Service mobile app allows you to keep on top of your customer service tasks even while away from your desk or on the go. This companion app to Insightly Service allows you to quickly and easily respond to customer inquiries from the convenience of a mobile-optimized touch interface.
Beautiful Dashboards:
The home page allows you to see the complete list of your dashboards and cards so you can review critical service KPI's and dashboard metrics and drill down to spot potential issues or productivity problems.
Ticket Queues and Lists:
Keep on top of new tickets coming in or those assigned to you in real-time, and search across all tickets within Insightly to find customer issues quickly.
Review and Respond to Customers:
Review the details on tickets and quickly respond to customers right from within the mobile app on the go. Set ticket properties and priorities, and get notifications on ticket updates.
Apply Macros to boost productivity:
Apply macros to tickets to set properties and add replies with just a couple of taps so you can respond to customers faster and deal with common issues quickly.
Beautiful Dashboards:
The home page allows you to see the complete list of your dashboards and cards so you can review critical service KPI's and dashboard metrics and drill down to spot potential issues or productivity problems.
Ticket Queues and Lists:
Keep on top of new tickets coming in or those assigned to you in real-time, and search across all tickets within Insightly to find customer issues quickly.
Review and Respond to Customers:
Review the details on tickets and quickly respond to customers right from within the mobile app on the go. Set ticket properties and priorities, and get notifications on ticket updates.
Apply Macros to boost productivity:
Apply macros to tickets to set properties and add replies with just a couple of taps so you can respond to customers faster and deal with common issues quickly.
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What's New in the Latest Version 1.5.4
Last updated on Feb 22, 2024
Old Versions
Fixes issue with dynamic layout rules preventing saves in certain configurations
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Version History
1.5.4
Feb 22, 2024
Fixes issue with dynamic layout rules preventing saves in certain configurations
1.5.1
Dec 4, 2023
Fixes issue with logging in using email and password
1.5
Sep 22, 2023
- Custom Buttons: Quickly execute actions directly from a record
- Dashboard Drill Paths: Drill down from card to card through a dataset
- New Action menu option for Organization: Clone This Organization
- Display SMTP error messages on failed Ticket comments
- Bug fixes and performance improvements
- Dashboard Drill Paths: Drill down from card to card through a dataset
- New Action menu option for Organization: Clone This Organization
- Display SMTP error messages on failed Ticket comments
- Bug fixes and performance improvements
1.4.1
Apr 18, 2023
- New Action menu options for Contacts, Organizations, Tasks, and Tickets
- Bug fixes and performance improvements
- Bug fixes and performance improvements
1.4
Apr 10, 2023
- New Action menu options for Contacts, Organizations, Tasks, and Tickets
- Bug fixes and performance improvements
- Bug fixes and performance improvements
1.3
Jan 17, 2023
- Show/hide password on the login screen
- Bulk apply Macro on Tickets
- Insert an inline image into a Ticket Comment
- Bug fixes and performance improvements
- Bulk apply Macro on Tickets
- Insert an inline image into a Ticket Comment
- Bug fixes and performance improvements
1.2
Oct 7, 2022
* Trash Bin for Mobile
* New Bulk Actions: Add Tags, Add Links, Add Note, Accept Queue Records (Tickets)
* List view sorting and grouping enhancements
* Support files in Macros (Tickets)
* New Bulk Actions: Add Tags, Add Links, Add Note, Accept Queue Records (Tickets)
* List view sorting and grouping enhancements
* Support files in Macros (Tickets)
1.1.1
Jul 22, 2022
- Bug fixes and performance improvements
1.1
Jun 28, 2022
- Filter by Tags on list views
- Bulk Actions on list views (Delete, Bulk Edit, Change Record Owner)
- Who is viewing this Ticket
- Create Follow-up to closed Ticket
- Change public reply to internal
- Ticket CC and BCC fields
- Bug fixes and performance improvements
- Bulk Actions on list views (Delete, Bulk Edit, Change Record Owner)
- Who is viewing this Ticket
- Create Follow-up to closed Ticket
- Change public reply to internal
- Ticket CC and BCC fields
- Bug fixes and performance improvements
1.0.1
Mar 25, 2022
Insightly Service FAQ
Click here to learn how to download Insightly Service in restricted country or region.
Check the following list to see the minimum requirements of Insightly Service.
iPhone
Requires iOS 13.0 or later.
iPod touch
Requires iOS 13.0 or later.
Insightly Service supports English, French, German, Italian, Japanese, Portuguese, Spanish
