Viewing the complete history for an Organization on one page
We heard from our customers that they would like to get a complete history of all the activity for an Organization in one place, including the employees and contacts linked to an organization, and the projects and opportunities taking place that are related to an organization. Previously if you wanted to see this information, you would have to click through to each contact, opportunity and project and view the history for each separately.
We thought this would be a wonderful addition to Insightly, so we huddled around the design desk to plot out how it might work. The result of all that hard work was the addition of only a single additional drop down (we're big on keeping it simple) but this one little drop down can save you a lot of clicks.
The new 'History for' drop down under Organizations is highlighted below in red.
By default Insightly will show you the history for just the Organization. The other options for the drop down are to show the history for the Organization and all linked Contacts, all linked Projects, or all linked Opportunities.
This allows you to see on one page and in one place, everything that has happened around an organization. You can quickly scan the history list and catch up on progress if you've been away from the office, or if you're just about to make a phone call to that client. If you need more detail on a specific item, you can click through and drill into the details. (Tip: hold down the CTRL key when you click a history item to open up that item in a separate tab)
When you change the history drop down to show the history for the Organization + linked items, Insightly indicates those rows that are related to linked items with a small link image to the left of the title to delineate them. Insightly also provides information on which links the row is related to below the title, in a similar fashion to history under the dashboard tab.
Task status indicators in the task list
We also added another little time-saving feature to Insightly this week based on a customers suggestion. The task list now includes graphical indicators of each task's status, so you can quickly see at a glance which tasks are currently in progress, waiting on someone else, or have recently been completed. This is another click saver as you would have previously had to click through to the task details to see the current status of each task.
The status indicators are highlighted below in red to the right of the task check-boxes.
Hopefully these two additions to Insightly save you time and make your day just that little bit more efficient !