Products Icon

Use the Products icon to view and search your company's product catalog on your iOS mobile device, all from the comfort of InsitePortfolioTM.

Products is a configurable feature in InsitePortfolio, and requires an instance of InsiteCommerce in order to function. Account Admins should contact their Client Strategy Director to configure Products for their account.

NOTE: A WiFi connection is required to access Products.


  1. Tap Products on the bottom toolbar.
  2. Tap on a Category.
  3. Tap All [CATEGORY NAME] to view all subcategories, or select a subcategory on the left side of the screen.
  4. After all subcategories have been exhausted, a list of products appears on the right.
    • Tap Filter to filter the product list by Attribute Value. To remove assigned filters, tap Filter, then tap Reset in the upper left corner.
      If there are no Attributes assigned to the category, the Filter popup displays "No Filters."
    • Tap Sort to sort products by Best Match (default), Product: A-Z, or Product: Z-A.
  5. Tap on a product to view it.
  6. The product name, product number, and product image appear at the top. Tap on the product image to view a gallery of images.
  7. Scroll down to find additional product information tabs. These tabs are defined by the Product Description ("Details"), or Specifications added in the InsiteCommerce Admin Console.
  8. Recommended Products, defined by Product Cross Sells in the InsiteCommerce Admin Console, appear at the bottom.
  9. Tap outside the box to return to the product list.


Search for products using the Search icon . Filter search results by Attribute (tap Filter), or tap Sort to sort products by Best Match (default), Product: A to Z, or Product: Z to A.

Was this article helpful?