Save and Edit just the Contact DetailsIn the previous version of the gadget, when you saved an email to Insightly we would automatically save and link the contact associated with that email, but you could not add the contact to Insightly independently without saving the email first.
In this new version, you can choose to add just the contact without saving the email first, and you can also edit the new contact's details right in the gadget after saving, so you can add additional details like phone numbers and addresses.
Adding Email Links and Link SuggestionsWe always had the ability to add links to an email after saving it, but most users were not aware of this feature because it required an extra action after saving the email.
In this new version of the gadget, after saving an email to Insightly we now show you an editable list of links to the email, and we conveniently suggest opportunities and projects that this email might relate to - giving you the power to add those suggested links with just one click. You can also search for additional items to link the email to, and add those links right in the gadget.
For the suggested links feature, we look to see which active opportunities and projects the contact is already linked to and we show those, as they are a likely indicator of what this new email relates to.
Adding an EventYou can now add events to Insightly from within the gadget, along with tasks, opportunities and projects. And if you save the email before creating a task, opportunity, or project - Insightly will link the saved email to that new item for you automatically too.
Assign a Task to Team & choose the Project or OpportunityWe've added additional functionality when creating a new task using the gadget, and we now allow you to assign the task to an opportunity or project, and to choose the appropriate milestone or pipeline stage to which the new task belongs if applicable. We also added the option to assign a new task to a team of users, instead of just one individual user.
We hope you like these new improvements !
If you cannot see the new version of the gadget within your corporate Google Apps Gmail, log out and then log back into Gmail and you should see the new version.