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.