Pick any color for Categories
The first small change we made this week was to Categories. Previously all categories within Insightly for tasks, opportunities, projects and files were shown with white text on a black background. The human brain can discern and process colors faster than text, so we thought it would be great if users could set the background for a category to any color they like. Categories like 'overdue' might have a red background, or administrators might even choose a different color for each user to make visually sorting tasks easier. We even engineering the system to analyse the background color chosen, in order to display white text on dark backgrounds and black text on lightly colored backgrounds. Colors for categories can be changed under the Categories section within Settings.
Search by ID for Contacts, Opportunities, Projects and Organizations
Several users have noticed that each contact, organization, opportunity and project within Insightly is automatically given a special reference number for identification within the database. You can see the ID number each item is given by looking in the URL for that item (it's the number at the end, as shown below). Some of our clients use standards like ISO9001 internally within their workplace, which operate best when each item has a reference number that can be easily found. We already had the reference number, but we just made it a lot easier to search for and find an item within Insightly given that number. Searching using either the top search box, or within the list for contacts, organizations, opportunities, or projects for a given ID will now find that item with the corresponding ID in a flash.
Task Delegation and Activity Set Task Editing
Previously in Insightly a task could only be delegated once. That is - someone could create a task and delegate it to someone else, but they in turn could not re-delegate it on. We've changed Insightly so tasks can now be re-delegated multiple times, and upon delegation Insightly will now display who delegated the task to the current user responsible (as shown below).
We've also made a change to tasks in Activity Sets in response to user requests. Previously if a user added an activity set to an item like a project or opportunity - that user could not then go ahead and edit those tasks just created (those tasks were only editable by the user the task was assigned to). From now on, the user who adds the activity set can now also edit the resulting tasks created (and reassign them to others if required).
Rather use a .com than a .ly for Insightly ?
We've had some customers come to us to ask if we have an alternate domain name to our '.ly' domain that they can use. Some firms block .ly domains, and some just prefer the good old fashioned .com - so for those users we have: http://googleapps.insightlyapp.com It's the same as the normal Insightly in everything other than the address.
Account Owner control extended to all data stored in Insightly
We also made a change to Insightly to extend what items the account owner can see and delete. We've had a few instances in the past where account owners have come to us and identified emails in Insightly that they thought were inappropriate to store in the system. Previously only the user who sent the email to Insightly had the permission to delete the email, but we now allow the account owner to do so too. We also made it possible for account owners to view and delete all notes and tasks, even when the permissions were set to 'Only Me' for those items.