Today’s business landscape calls for you to be connected at all times and have instant access to vital information, even when you’re away from the office. We remain committed to providing our users with an excellent mobile experience. With the latest version of the Insightly mobile CRM app (3.20), you can now import contacts directly from your mobile phone’s address book and use contact management features on the go. You can also view your device’s calendar within your Insightly calendar and view your coworkers’ Insightly events on your own calendar.
We made sure to make all three of these exciting new features available for both our iOS and Android apps.
With version 3.20 you can:
Import contacts from your mobile phone directly into your Insightly mobile CRM app. Have some contacts in your phone’s address book that you’d like to add to your Insightly? We’ve made it pretty stinkin’ easy to import these contacts. All you need to do is ensure the contact has a first and last name entered and you’ll be able to drop the contacts right into the app. We’ll even tag them for you upon import.
See your device’s events on your Insightly calendar. Tired of toggling back and forth between calendars on your mobile device? You can now view both your Insightly calendar and any of the calendars on your device simultaneously within the app. Simply open your Insightly mobile CRM app calendar and tap the three dots to configure which calendars to display, and just like that you’ll be able to view all your appointments in one place.
View your coworkers’ Insightly events on your Insightly Calendar. Just like on the web, you now have the option to view a coworkers’ Insightly events on your calendar. All you need to do is tap the three dots on the calendar screen and select from other users. Quickly pull up their calendar and let the collaboration begin.
In our coming releases, we are streamlining the Insightly mobile CRM apps to prepare for future updates. To add upcoming features, we will no longer be able to support older versions.
If you are using an older version of the Insightly app, be sure to update it! Always remember that you can avoid having to install manual updates by setting up automatic updates on both Android and iOS.