Sunday, 27 June 2010

Navigating and finding things faster

In this week's update we've concentrated on navigating and finding the information you need in Insightly faster, no matter how many items you have stored.

Some Insightly clients have over 20,000 contacts in their database, so finding the one you're looking for can be like trying to find a needle in a haystack. The old Insightly list header bar (below) was functional, but far from perfect. When you clicked on the Contacts tab, we displayed every contact you had permission to view, which could be a very long list for some users, slowing down the responsiveness of the browser. Also the 'Select All' and 'None'  hyperlinks were on the far right, and not directly above the checkboxes they were associated with.

Our new list header bar is less cluttered, more functional, and more easily understood.

The biggest change is to search. Insightly now performs a super fast search in memory on the server, and returns the results back to you as soon as you start typing. And the focus is now automatically in the search box when you click on a tab - which means to find a contact you can just click 'Contacts' and then start typing in the name. Insightly will filter the list in real time while you're typing. This dramatically speeds up finding the information you need.

We also implemented paging for lists, so Insightly only loads the first 50 items in a list, and you can click the next and previous buttons at the bottom to navigate between pages, just like Google search. This decreases the page size and increases overall speed.

We reduced the 'Select All' and 'None' hyperlinks to a checkbox too, and moved it to directly above the list item checkboxes it's associated with, so it's intended purpose is clearer.

We also now support searching within the view you've got currently selected too. So for example on the contacts screen, if you change from the default view of 'All Contacts' to 'Contacts added in the last 30 Days' - and then start typing in the search field - we only search contacts added in the last 30 days.

Finally, we also included an alphabet filter for good measure, so clicking on a letter will filter all the items in the list down to just those starting with the letter you clicked. If you need every item to be displayed on the one page, just click the "All' link in the alphabet list.

If you're an administrator, under the Insightly Settings page we've included a user administration section that allows you to promote other users to administrators, which was an often requested feature. 

We've also been in contact with the Google Apps team this week, and they've informed us that installing apps for only a subset of users is one of their top priorities. This will mean that you will soon be able to "install" Insightly for only those users of your domain that need project management and CRM, and not automatically for every user in the domain - if you so choose.

Coming up in the development schedule we've got syncing your Insightly contacts with Google's contact list, and a redesign of the Insightly task system.

Thanks for using Insightly !

Sunday, 20 June 2010

Tags in Exports and Imports, and new tagging options

Tags are now exported along with the subject data for Opportunities, Projects, Contacts and Organisations.

You can now import tags for Contacts too. When importing from a CSV, from Outlook, or from Act! - there are new options in the field mapping drop down for Contact Tags 1 to 9. Match these up with your tags for each contact and they will be imported into Insightly. If the tag does not exist it will be created for you automatically.

See below for the field picker with the new tag options.

You can now rename  delete a tag from inside the list screen for Contacts, Organisations, Projects and Opportunities too. Just click a tag on the left hand side pane, then choose either the 'Rename Tag' hyperlink, or the' Delete Tag' hyperlink.

See below for a screenshot.

Finally, we added an option to remove a tag from selected items in a list. If one tag is selected, checking the check box next to items in the list will bring up the blue selected items box. The new option in that box allows for removing the selected tag from the checked items. See below for a screenshot.

Friday, 18 June 2010

Insightly introduces themes

In this weeks update we introduced a new feature around customizing the look of Insightly, called themes. You can choose from one of the twelve themes we've created, or you can make your own. We allow the background picture and color to be changed, which can make a big difference to how the product looks.

Configuration options are under the "My Info" section in the top right of the page.

Check out some of our favorites below.

Tuesday, 1 June 2010

Tasks get their own tab, and Google Calendar integration !

In removing the 'Tags' tab last week, we've made room to give Insightly tasks a tab all of their own. We're going to make some improvements to the task interface in the coming weeks, but this was the first step.

We also added the ability to subscribe to your Insightly Tasks from within Google Calendar, by exposing your task list as an iCalendar feed. Google makes it easy to subscribe to iCalendar feeds, and it refreshes the data every few hours. Other software such as Apple iCal, Microsoft Outlook, and Mozilla Calendar also support subscriptions from an iCalendar feed.

You can find instructions on how to add your Insightly Tasks to Google Calendar from within Insightly at

Google Calendar has very good notification options for task items, as you can receive notification by email message, popup window, or even by SMS message on your mobile phone. We're looking to turn off Insightly's own email reminder notifications for tasks in the coming weeks so as not to double up with Google's more flexible notification service.

A screenshot of what it all looks like is below: