Here at Insightly we're hard at work on our new billing system for our upcoming paid plans, and the new Insightly mobile app, but we wanted to offer our customers some great improvements to the navigation system in the mean time to tide you over.
These two improvements were designed to allow you to work faster with fewer clicks by keeping some of the more common links you might need closer at hand.
Adding items to Insightly
Previously, when you wanted to add an item like a contact, you would first need to click on the contacts tab to load up the contacts list page, then click on the 'Add Contact' button to show the new contacts page. We created a short cut so you can now get to that link to add a new contact, opportunity, project, task, or organization from any page in Insightly without clicking at all. We added this little gem to the left of the search box at the top (as shown below), and labelled it with a plus icon. It's triggered by moving your mouse over it so you don't even need to click at all to bring up the menu, making it a more direct way to add a new item.
Accessing recent items in Insightly
The second improvement we made was to remember the last ten items you viewed in Insightly, and to create a list of those items so you can quickly jump between them, or jump back to them and continue where you left off between sessions. You can access the new list on the right side of the central search box at the top of the page (as shown below). Just rest your mouse over the blue pin icon and the list will popup. Initially it won't be populated, but as you view items like contacts, projects, opportunities, organizations, tasks or emails - the list will add those items in.
Hopefully these two improvements will save you many clicks in the future and boost your productivity by making Insightly faster to use and easier get around.
- ► 2012 (16)
- ▼ May (3)