Sunday, 10 October 2010

Notes with multiple links, and new list ordering options

We're working hard on a Gmail contextual gadget for Insightly for the next few weeks, but we managed to sneak in a couple of new features this week.

Notes with multiple links

The first one is around links in Notes. Previously, a note was tied to one particular item, such as a contact, organisation, opportunity or project. This week we added the ability to link a note to multiple items, so you can write a note and link it to two contacts, a project, and an organisation. The note will show up in the history and notes list for all the linked items. The dashboard now also displays all the links associated with a note too.

Entering in a new note is the same as always, but now if you click on a note to view it, there is a links sidebar present on the right hand side that you can use to link the note to any other items it's applicable to, in the same fashion as linking other items in Insightly.



New Ordering options on Opportunities and Projects


We also added new order options to the Opportunities and Projects list, so now you can filter by the date created, the forecast close date, or the responsible user for Opportunities - and by the date created or responsible user for Projects. The order options apply to searches too.




6 comments:

  1. Александр11 October 2010 at 06:40

    And I want to ask to -- is there a way to manually set note's date? So i can add them on post-hoc basis, and keep the right "timeline" of things.

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  2. There is no way to manually set note dates unfortunately.

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  3. I too would like the features Scribbler mentions:
    1. Can a project have multiple people responsible?
    2. Can we assign a task to multiple people?

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  4. Is it possible to change the default view for Opportunities from Alphabetical to Date Created Desc.? I know that it can be done by changing the drop down list each time I click on Opportunities, but I would love to save this step and see my most recent / active opportunities at the top of the list. Thanks! I am a big fan!

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  5. I too would like a way to manually set the date of the note. Moving comments into Insightly is severely hampered that I can't put things on the right timeline.

    ReplyDelete