Data Access Approval
This new version of the gadget uses more of the capabilities of Google Apps integration API's than the previous version. As such, you'll need to grant these new permissions to Insightly within your Google Apps admin dashboard. If you're seeing the text "Message ID from Gmail could not be determined" this is the cause. Under the dashboard will be an icon for Insightly, you need to grant data access in order to use the new gadget features. Screenshots illustrating this are below with highlights in red:
Saving Emails to Insightly
Once data access is approved, saving a new email to Insightly takes just one click, and no need to send anything to your dropbox. The gadget will show a 'Save to Insightly' button if the email is not already in Insightly. If the sender is in your Insightly database, the gadget will also show a 'Sender Info' hyperlink on the right, and clicking that will show you all the details of the sender. When you save the email to Insightly - it will automatically add the sender to Insightly too if they don't already have an entry.
If the email has already been saved to Insightly, you'll see a 'Saved to Insightly' button instead.
Linking your saved email to other items in Insightly
Once you've saved your email to Insightly, you can link it to existing items in Insightly that it relates to - like projects, opportunities, or other contacts and organizations. To add links to other items, click on the 'Email Links' hyperlink and search for other items in Insightly to link the email to. Click the 'Add This Link' button to save the new associated links after selecting them. You can delete links by clicking on the small trash can icon next to any link too, or to see the email within Insightly itself, you can click on the "View in Insightly" hyperlink.
Adding new Tasks, Opportunities, and Projects to a Saved Email
The 'Add Task', 'Add Opportunity', and 'Add Project' buttons work the same way as in the old version of the Gadget - but if you have saved the email to Insightly before clicking one of these buttons, the email will now be linked to the new task, opportunity, or project too.
Viewing the saved email in Insightly
Finally, if you've saved an email to Insightly using the new gadget - Insightly will have two extra options in the 'Actions' menu when viewing the email: you can view the email in Gmail, or reply to the email in Gmail.
We think these additions to the Insightly Gmail Gadget make it more convenient to keep track of communications, and make using both Gmail and Insightly that little bit more productive.