How to enable Other Contacts At This Organization
Show a contact’s colleagues on their record.
On this page:
What it adds
When reviewing a contact, this option surfaces other contacts who work at the same organization, so you can see the wider relationship without searching for it.
ℹ️ Note: By default, this list does not appear on your Related tab layout. It must be added manually by an Insightly administrator. For contacts to appear in this list, the logged in user must have permission to view the Contacts.
How to enable it
To add Other Contacts At This Organization to the Related tab:
- Go to System Settings > Objects and Fields.
- Select Contacts and go to Page Layouts.
- Select an existing layout or create a new layout.
- Click the Related tab.
- From Available Lists, find Other Contacts at this Organization and drag it into the layout.
- Click Save Layout.