4.9.1
2023-04-18
- New Action menu options for Contacts, Leads, Organizations, and Tasks
- Lead Status editor on Lead Details page
- Bug fixes and performance improvements
4.9
2023-04-10
- New Action menu options for Contacts, Leads, Organizations, and Tasks
- Lead Status editor on Lead Details page
- Bug fixes and performance improvements
4.8
2023-01-17
- Quote Status editor on the Quote details screen
- Show/hide password on the login screen
- Calendar screen performance improvements
- Bug fixes
4.7
2022-10-07
* Trash Bin for Mobile
* New Bulk Actions: Add Tags, Add Links, Add Note, Change Responsible User (Opportunities, Projects, Leads)
* List view sorting and grouping enhancements
4.6.1
2022-07-22
- Bug fixes and performance improvements
4.6
2022-06-28
- Filter by Tags on list views
- Bulk Actions on list views (Delete, Bulk Edit, Change Record Owner)
- Pipeline Stage Editor (Opportunity and Project Detail screens)
- Email Detail screen improvements
- Bug fixes and performance improvements
4.5.1
2022-03-24
- Bug fixes and performance improvements
4.5
2022-02-16
- Bug fixes and performance improvements
4.4
2021-11-01
- Dark Mode
- Bug fixes and performance improvements
4.3
2021-07-20
- Clone Object - Ability to make copies of objects
- Merge Documents - Generate documents based on templates defined in the Web app
- Change Record Owner - Assign records to a new owner
- Milestones - Add/Edit Milestones for Projects
- Display first linked record in the Tasklist
4.1.3
2021-01-12
- Bug fixes and stability improvements
4.1.2
2020-12-07
- Bug fixes and stability improvements
4.1
2020-11-09
- Choose between Compact or List View for Tasks
- Select sort field and direction on List Views independently of the Web app
- View Dashboard Cards in full-screen mode
4.0.3
2020-10-07
Bug fixes and stability improvements
4.0.2
2020-09-01
This is a minor point release that follows the last major release in which we launched a completely rearchitected mobile CRM application with increased speed to load data and login, enhanced security, and the much requested addition of beautiful dashboards and data visualizations to both mobile and tablet form factors.
This release fixes some minor issues encountered with :
- Form layouts in the iOS application
- Opportunity conversion validation issues
- Image custom fields saving
4.0.1
2020-08-18
The new app has been completely rearchitected from the ground-up to deliver the most technically advanced mobile CRM application on the market.
Key features include:
Enhanced Security: With its advanced permissions functionality, Insightly’s Mobile App offers businesses the flexibility to capture different roles within CRM and the added security that each role only sees the customers data that is relevant to them.
Increased Speed: App response speed and the ability to scale to CRM data sets in the millions of records with no synchronization required means customers on the road can get to their critical data much faster.
Beautiful Dashboards: Users can now access all the enterprise-grade dashboards available in Insightly CRM directly on their mobile devices with the full fidelity of the desktop experience.
Better Cohesiveness: Mirroring a concept pioneered by Apple Inc., Insightly now ensures that all views and dashboards created for the web automatically carry across into the new mobile app. This results in an ultra-rich user experience on all devices all the time.
4.0
2020-08-10
The new app has been completely rearchitected from the ground-up to deliver the most technically advanced mobile CRM application on the market.
Key features include:
Enhanced Security: With its advanced permissions functionality, Insightly’s Mobile App offers businesses the flexibility to capture different roles within CRM and the added security that each role only sees the customers' data that is relevant to them.
Increased Speed: App response speed and the ability to scale to CRM data sets in the millions of records with no synchronization required means customers on the road can get to their critical data much faster.
Beautiful Dashboards: Users can now access all the enterprise-grade dashboards available in Insightly CRM directly on their mobile devices with the full fidelity of the desktop experience.
Better Cohesiveness: Mirroring a concept pioneered by Apple Inc., Insightly now ensures that all views and dashboards created for the web automatically carry across into the new mobile app. This results in an ultra-rich user experience on all devices all the time.
3.28.4
2020-03-03
This release fixes a dictation bug on iOS 13+ when using the rich text editor
3.28.3
2019-11-20
Bugfix affecting Lookup Fields in Dynamic Layout Rules
3.28.2
2019-10-01
A few bug fixes:
- Unable to add Events or Tasks to a record that a user does not have edit access to
- Crash on Event Detail screen when scrolling
3.28.1
2019-08-21
This release includes:
- Ability to add and edit Quotes as well as Quote and Opportunity line items
- Metadata driven related lists
- Office 365 login
- Email and Address copy to clipboard
- Bug fixes
3.28.0
2019-08-12
This release includes:
- Ability to add and edit Quotes as well as Quote and Opportunity line items
- Metadata driven related lists
- Office 365 login
- Email and Address copy to clipboard
- Bug fixes
3.27.1
2019-05-08
This release includes minor updates for push notifications, as well as numerous bug fixes and performance enhancements.
3.27.0
2019-04-09
* New support for Custom Fields in Tasks and Events
3.26.1
2019-03-16
* New support for standard objects such as Products, PriceBooks and Quotes.
* Numerous fixes and performance improvements.
3.26.0
2019-03-13
* New support for standard objects such as Products, PriceBooks and Quotes.
* Numerous fixes and performance improvements.
3.25.2
2018-10-18
We have a lot of news!
• Support for Insightly’s new custom objects
• New UI for your record viewing pleasure
• Support for dynamic layout rules
• As always, bugs fix and performance enhancements!
3.25.1
2018-10-10
We have a lot of news!
• Support for Insightly’s new custom objects
• New UI for your record viewing pleasure
• Support for dynamic layout rules
• As always, bugs fix and performance enhancements!
3.25
2018-09-21
We have a lot of news!
• Support for Insightly’s new custom objects
• New UI for your record viewing pleasure
• Support for dynamic layout rules
• As always, bugs fix and performance enhancements!
3.24.2
2018-09-06
Insightly is bringing so much newness into our apps.
• New record view to match the new layout on the web.
• Speaking of layouts, mobile now supports your new custom page layouts.
• Call logging is new, too. Go ahead, try it. Click a number in the app. (On Plus or higher plans.)
• New fixes for old bugs.
• Small update in support of regional services.
3.24.1
2018-07-07
Insightly is bringing so much newness into our apps.
• New record view to match the new layout on the web.
• Speaking of layouts, mobile now supports your new custom page layouts.
• Call logging is new, too. Go ahead, try it. Click a number in the app. (On Plus or higher plans.)
• New fixes for old bugs.
3.24
2018-06-29
Insightly is bringing so much newness into our apps.
• New record view to match the new layout on the web.
• Speaking of layouts, mobile now supports your new custom page layouts.
• Call logging is new, too. Go ahead, try it. Click a number in the app. (On Plus or higher plans.)
• New fixes for old bugs.
3.23.1
2018-05-16
* Select multiple images for attachments at once.
* File attachment names now honor the file name.
* GDPR Compliance Information for European Union (EU).
* Bug fixes.
3.23.0
2018-05-07
* Select multiple images for attachments at once.
* File attachment names now honor the file name.
* Many bug fixes.
3.22.0
2018-03-02
These changes are like a heat wave, so get ready.
• When you log in, see what's going on in the new Home tab cards: "Today," "Recent Activity," and "Recently Used."
• Convert an opportunity to a project with just one click. Look for the icon at the top of your opp.
• Make a lead in Insightly from a contact in your address book. Just reach out to the bottom of the contact and share it to Insightly.
• We now support iPhone X, but it's time to leave something behind: iOS 9 and lower.
3.21.1
2017-11-18
We're getting a little pushy in this release. That's a good thing for mobile.
• Push notifications aren't just for reminders anymore. Get notifications for new assignments and updates for records you're following.
• Where's the updated record? Right there in a centralized notification list for read and unread notifications.
• Import your contacts from your device's address book! You'll see this option when you add a contact from the contacts screen. Works great, less tapping.
• Filter tasks by start date, and opportunities by pipeline and stage. Like a good assistant, filters are there.
• Updated image capture for business card scanning and file attachments. Take multiple photos, touch to focus, and auto-flash. For those Insightly moments.
• Lots of performance improvements, including an update for that iOS 11 thing. We work hard so you don't have to. (Okay, we all have to. But we try.)
3.21.0
2017-10-25
We're getting a little pushy in this release. That's a good thing for mobile.
• Push notifications aren't just for reminders anymore. Get notifications for new assignments and updates for records you're following.
• Where's the updated record? Right there in a centralized notification list for read and unread notifications.
• Import your contacts from your device's address book! You'll see this option when you add a contact from the contacts screen. Works great, less tapping.
• Filter tasks by start date, and opportunities by pipeline and stage. Like a good assistant, filters are there.
• Updated image capture for business card scanning and file attachments. Take multiple photos, touch to focus, and auto-flash. For those Insightly moments.
• Lots of performance improvements, including an update for that iOS 11 thing. We work hard so you don't have to. (Okay, we all have to. But we try.)
3.20.2
2017-07-01
Bring Them In
* Get your phone contacts into Insightly. When you add a new contact, you now have the option to select and import contacts from your address book. No more tpyos ;)
Save the Dates
* See all your appointments in one place. Tap the dots above the calendar to show your device calendar or coworkers' Insightly calendars. Quite the event!
Bug fixes for iPad
3.20.0
2017-06-28
Bring Them In
* Get your phone contacts into Insightly. When you add a new contact, you now have the option to select and import contacts from your address book. No more tpyos ;)
Save the Dates
* See all your appointments in one place. Tap the dots above the calendar to show your device calendar or coworkers' Insightly calendars. Quite the event!
3.19.4
2017-05-20
Sometimes, the paint job has to be put on hold and you just have to inspect a vehicle and change the oil.
• We've added new email and phone number custom fields.
• Improved search for new fields.
• Updated the login for Google G Suite
• Buffed out a few dents from bugs and crashes.
Your maintenance is now up to date. Now we'll get back to souping up this hot rod!
Thanks for using Insightly.
3.19.3
2017-05-04
Sometimes, the paint job has to be put on hold and you just have to inspect a vehicle and change the oil.
• We've added new email and phone number custom fields.
• Improved search for new fields.
• Buffed out a few dents from bugs and crashes.
Your maintenance is now up to date. Now we'll get back to souping up this hot rod!
Thanks for using Insightly.
3.19.2
2017-04-28
Sometimes, the paint job has to be put on hold and you just have to inspect a vehicle and change the oil.
• We've added new email and phone number custom fields.
• Improved search for new fields.
• Buffed out a few dents from bugs and crashes.
Your maintenance is now up to date. Now we'll get back to souping up this hot rod!
Thanks for using Insightly.
3.18.0
2017-03-31
Any good resume/CV is filled with action words.
Here's what mobile version 3.18 has to offer you:
• Sort your lists at the top of the filter screen.
• Tap a link and open a browser right within the app.
• Tag emails by tapping the edit icon.
• Format text in description fields with the new toolbar. Experience different font sizes & styles, formatted lists, and indents.
• Copy addresses with a tap instead of jumping right into a maps app.
• Report bugs if you see any. There are fewer of them with this update.
References available in the app stores.
3.17.2
2017-02-04
Our elves have returned from the North Pole to deliver an app update.
* Mobile filters. Narrow down your list by tag, status, and other fields. Thanks Nick, rn33377, Garry & TheMadMac!
* Using customized State Reasons? Now you can select one when editing an opportunity's state.
* 3D Touch on iPhone 6s & up. Press the app icon to search or add a new task, contact, or lead right from the Home screen.
* We also fixed things, because bugs are like lumps of coal.
* Bug fixes for adding contact to contact links, and editing addresses.
Best wishes for the new year!
From all of us in the mobile workshop: Maria, Brock, Sung, Martin, Nate, Evgeny, Patrick, Tony, Jesse, Nipuna, Meena, and Sophia
3.17.1
2017-01-20
Our elves have returned from the North Pole to deliver an app update.
* Mobile filters. Narrow down your list by tag, status, and other fields. Thanks Nick, rn33377, Garry & TheMadMac!
* Using customized State Reasons? Now you can select one when editing an opportunity's state.
* 3D Touch on iPhone 6s & up. Press the app icon to search or add a new task, contact, or lead right from the Home screen.
* We also fixed things, because bugs are like lumps of coal.
* Bug fixes for adding contact to contact links
Best wishes for the new year!
From all of us in the mobile workshop: Maria, Brock, Sung, Martin, Nate, Evgeny, Patrick, Tony, Jesse, Nipuna, Meena, and Sophia
3.17
2017-01-07
Our elves have returned from the North Pole to deliver an app update.
* Mobile filters. Narrow down your list by tag, status, and other fields. Thanks Nick, rn33377, Garry & TheMadMac!
* Using customized State Reasons? Now you can select one when editing an opportunity's state.
* 3D Touch on iPhone 6s & up. Press the app icon to search or add a new task, contact, or lead right from the Home screen.
* We also fixed things, because bugs are like lumps of coal.
Best wishes for the new year!
From all of us in the mobile workshop: Maria, Brock, Sung, Martin, Nate, Evgeny, Patrick, Tony, Jesse, Nipuna, Meena, and Sophia
3.16.1
2016-12-16
Fixed missing Delete button in the edit screens
3.16.0
2016-12-13
Here come the holidays. Let's add more reasons to celebrate.
- An improved login experience with a reset password option, because everyone forgets a password from time to time.
- Advanced Permissions now apply to mobile. Use them to control what users see and do, which is also a cool way to customize their views. (Admins can set up permissions in the Insightly web application.)
- Fewer bugs to help you stay warm and safe.
Thanks for using Insightly!