- Improved Business Scanner accuracy using the latest AI capabilities
- Added support for profile-based app visibility controls
- Bug fixes and performance improvements

- Improved Business Scanner accuracy using the latest AI capabilities
- Added support for profile-based app visibility controls
- Bug fixes and performance improvements

- Improved Business Scanner accuracy using the latest AI capabilities
- Added support for profile-based app visibility controls
- Bug fixes and performance improvements

- Added support for searchable drop-downs for Custom Fields
- Added option to set the Owner on conversion from Opportunity to Project
- Added option to copy existing Files and Notes when cloning an Opportunity or Project
- Updated search result layouts for Contacts and Leads
- Bug fixes and performance improvements

Fixes issue with dynamic layout rules preventing saves in certain configurations

Fixes issue with logging in using email and password

- 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
- Apply validation rules prior to Lead Conversion
- Bug fixes and performance improvements

- New Action menu options for Contacts, Leads, Organizations, and Tasks
- Lead Status editor on Lead Details page
- Bug fixes and performance improvements

- New Action menu options for Contacts, Leads, Organizations, and Tasks
- Lead Status editor on Lead Details page
- Bug fixes and performance improvements

- Quote Status editor on the Quote details screen
- Show/hide password on the login screen
- Calendar screen performance improvements
- Bug fixes

* 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

- Bug fixes and performance improvements

- 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

- Bug fixes and performance improvements

- Bug fixes and performance improvements

- Dark Mode
- Bug fixes and performance improvements

- 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

- Business Card Scanner 2.0 - Instant scans using Machine Learning
- Send Email via Insightly - Access to templates configured on the Web app
- Number formatting - Format numbers based on your local device settings
- Bug fixes and stability improvements

- Bug fixes and stability improvements

- Bug fixes and stability improvements

- 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

Bug fixes and stability improvements

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

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.

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.

This release fixes a dictation bug on iOS 13+ when using the rich text editor