Monday, 27 September 2010

Better user management features

We just added an update to Insightly to allow you to better manage users details, and to be able to track user activities within Insightly.

Previously, Insightly kept a contact record for each user which we use to track and associate emails within the system, and for internal linking - but we did not expose that contact record within the contacts tab, and it remained hidden. You could get to it from within the links sidebar on an email and by searching but it was not easily available or obvious.

Insightly now exposes those user records under the contacts tab, and provides a small user icon next to the contact name so you can differentiate them from regular contacts. We also link to the contact record from within the User Administration page so you can now easily change user details and contact information.

Actions you can take on a user are limited, so you can't merge a user into another contact or delete a user for instance. We show a red bar at the top of the user details page to indicate that you're viewing a user record rather than a plain contact record too.

We also changed the information that is displayed on the sub-tabs for users too. They now display the history of user interactions within Insightly, rather than records related to the contact. So for instance, the history for a user displays all the items the user has added to Insightly - like tasks, contacts, emails files etc - rather than what we display for contacts which is to show what emails and files are related (linked) to that contact.



We also quietly added an option to be able to choose the default currency (used in opportunities) under 'My Info' > Regional Settings (top right corner).

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