Monday, 17 September 2012

14 great new improvements to Insightly

We've introduced a lot of improvements and new features to Insightly this month, inspired by both customer feedback and from our own staff suggestions while using the product, so hopefully you find something in the list that you wanted or requested. Here is the list, and below that is a more in-depth description of each feature:
  • A rich text editor for notes, comments and task descriptions
  • No limit to the size of saved notes and comments (previously was 4000 characters max).
  • The ability to edit the date of a note
  • A new notes view to see full notes and their comments in the note list
  • The ability to share your custom filters with other users of your Insightly
  • The ability to change the display order of custom fields
  • Twitter profiles for Organizations
  • The ability to link to folders in Google Docs / Google Drive (rather than just files)
  • Send emails directly to opportunities and projects in Insightly
  • Ability to set the start and end date of an activity set when applied
  • Forward and Reverse activities supported in activity sets
  • Assign activity set tasks to a team instead of a user
  • Activity sets can now include events, not just tasks
  • New Bulk Editing system

Improvements to Notes and Comments

We've added a rich text editor to notes, comments and task details so you can add bold, italics, and underlined text, and bulleted and numbered lists. You can now also paste in HTML from web pages and preserve formatting too.

We've also added a new field so you can set the date of the note, which helps when you are entering notes about events that occurred in the past, and you wish to preserve the chronological order in Insightly.

We also added a new view for the display of notes in Insightly that shows the full contents of each note and any comments associated with them in the list, saving you from having to click through to individual notes to read them.

And the final improvement to notes and comments is the removal of the 4000 character limit, so you can type or paste in huge notes and have them saved and searchable immediately.


Share Custom Filters with other Users

When you create a custom filter under contacts, organizations, opportunities or projects - you now have the option to share that filter with other users in your Insightly. All other users will be able to see and apply the filter, but only you or administrators will be bale to delete the filter.


Change the Display Order of Custom Fields

Administrators of Insightly can now change the order in which custom fields appear in both add and edit forms. You can drag and drop fields to change the order using the handles to the left of the field name as shown below in red.


Twitter profiles for Organizations

When we introduced social profiles to contacts in Insightly in June they were a big success, with over 60,000 social profiles being linked to contacts to date. We also had quite a few requests for the ability to add Twitter profiles for organizations too, so we've included that feature in the latest updates, as shown below.


Linking to Folders in Google Docs / Google Drive

We've had the ability to link Google Docs to contacts, organizations, opportunities and projects in Insightly for a long time. We now include the ability to link a Google Doc or Google Drive folder to any one of these items too - so if you keep all your docs related to a specific client in one folder, you can choose to link the whole folder to the organization in Insightly.

Send emails directly to Opportunities and Projects

One oft requested feature is the ability to send emails from your email client to Insightly, and have them automatically attach to a specific opportunity or project. You can now do this via a special email address we've crafted for each user and each opportunity and project. Sending an email to that email address will automatically link it to you, the specific opportunity or project, and to other contacts addressed in the email. You can see your special email address under each opportunity and project in the 'Link Email Address' field, as shown below in red.

Enhancements to Activity Sets

We've greatly enhanced activity sets in Insightly in this release. Activity Sets are templates for a group of tasks or events that can be applied to contacts, organizations, opportunities or projects in Insightly to automate processes within your business. You can also attach activity sets to individual stages in a pipeline too.

A.  Assign Activity Set Tasks to a Team

You can now assign tasks in an activity set to a team of users, and any member of that team can complete the task.

B.  Events now included in Activity Sets

Activity Sets are not just for tasks anymore. You can now add events to an activity set, and choose to set the start date for an event a number of days after the start date or before the end date of an activity set.

C.  Choose Activity Set Start and End Dates (and reverse activity set support)

We now let you choose the start date for an activity set when you apply it. So if you want the tasks in an activity set to start in two weeks but you want to apply the activity set to a project now (say you're adding the project to Insightly now) you can now choose the start date for the activity set and all tasks in the set will be staggered from that start date.

We're now also allowing you to set the due date for tasks a number of days before a specific end date for an activity set too (sometimes called reverse activity sets). 

A good way to illustrate the usefulness of this feature is with an example. Say you're a hotshot lawyer and you have an upcoming court case in three months, and you know that you need to have the briefing completed five business days before you're due in court, and the client deposition preparation all done three days before the big court date. You can setup an activity set with a task due 5 days before the end date, and another task due 3 days before the end date. Then you can add that activity set to your court case project and set the end date for the activity set to your court appearance date, and Insightly will take care of the rest with the tasks being automatically created and due the correct number of days before your big debut in court.

New Bulk Editing Feature

Our last big feature in this release is a new bulk editing tool for contacts and organizations. We've consolidated and simplified some of the editing features onto one page, and included a few new capabilities to make working with multiple records at once much easier. You can now add tags, remove tags, add links or change the permissions on a number of highlighted items more easily.

We're now also including the ability to change or find and replace the text of almost any field in a group of selected items too. To use the new bulk edit system first highlight a number of record that you wish to work with. Then just click the 'Bulk Edit' link that appears in the top of the list to go to the bulk edit screen. Finally made the changes you wish, then when you click the 'Save Changes' button, those changes will be applied to all the items you first highlighted.


If you have any questions about these features or any others in Insightly, email our friendly support team at support@insight.ly.


51 comments:

  1. Any time frame on a native iPhone app for Insightly?

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  2. Love you guys! Especially love this new feature: The ability to link to folders in Google Docs / Google Drive (rather than just files.

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    1. I do see the maps, but it is still pretty hard to select or find them. Would be nice if Insightly copied our folder structure... But a much needed feature ;)

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  4. Hi, I'm thinking of using Insightly. As a new start-up I will be starting on the free plan, I'm concerned that some of the reviews state new improvements are only for the paid plans -I've just seen evidence of this on the Mailchimp integration. Are all the above improvements included in the free plan?

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  5. Why has the view for files now defaulted to 'Show larger files only'?!

    Took ages to realise files hadn't actually gone missing!

    This has now changed on every project, is any body else getting this issue?

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  6. What happened to the "full" notes view? It disappeared...

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  7. What about reporting?

    I just want to get a high level view of my sales funnel. That is, how many prospects are at each point in my sales pipeline. When will we see this feature - as well as other basic reporting features that should come with any professional CRM?

    I will happily pay for insightly once these important features are added. Thanks!

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    1. We need a visual sales funnel on the dashboard.

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  8. We can't comment in tasks anymore from our phones. One of guys can get google chrome on his phone and it works for him, but the rest of our phones are not compatible with google chrome. None of the other mobile browsers work. Any suggestions? This is really a burden on our company. We all have up to date Android based phones.

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  9. Big thank you for activity set enhancements!

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  10. I would love to see a feature where a project will automatically advance to the next stage when all the tasks in the activity set are completed.

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    1. Ditto..and not just for projects but for opportunity pipelines also. Its kind of a pain to have to manually forward the pipeline to the next stage.

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  11. Reporting is very important. It's probably the only thing keeping me from using this. I am in commercial real estate and need to send reports to landlord clients to show them my activity on their property, and a report needs to go out every month.

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  12. Just started using insightly. I LOVE IT!

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  13. Reporting will be a great add.

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  14. Excellent, thank you. Enjoying regular new features and recommending Insightly to friends.

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  15. Moving in the right direction. Thanks for the updates. Looking forward to the task filtering that was on the todo list last year.

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  16. are you already think about the mention @ feature in the Insightly? It will be very amazing... like facebook, twitter.

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  17. Nice Work! How about Bulk Edit for the Opportunities? (i.e. converting status to closed, updating dates, or updating the probability to close field)?

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  18. I really like Insightly but the lack of ability to track time is forcing me to look at alternatives. I would appreciate if someone could advise me if Insightly has any plans to introduce this or if I need to move elsewhere to get this... suggestions on alternatives would be welcome!

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  19. I just learned today that my field personnel are not seeing the Task comments or attachments on their mobile devices - this is an imperative feature that we need ASAP! Thank you

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  20. Thanks for the great updates! The additional feature that we most need is adding a time field and calendaring for tasks. Why would I want to schedule a call-back for a whole day? It needs to be set for a specific time.

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    1. yep...tasks need to have the time element added - not just for events.

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  21. How about email reminders for Forecast Close Dates for every Opportunity?

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  22. I would like to see better support for migration from one instance of Insightly to another. We just changed our primary domain, and then our users could only see an empty instance. I was able to transfer limited information using the CSV import/export feature, but we lost all of the following:
    - Tasks
    - Links between items
    - Customized settings (e.g. our sales pipelines and the automatic task sets that go with them)
    - Notes on Opportunities
    - Emails
    I was able to export everything to XML, but there appears to be no way to import it again.

    The technician assigned to my support incident indicated that CSV export/import is the only way to migrate data. Is this correct? Would it be possible to just point our old instance to the new domain?

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  23. The Bulk Editor is a real plus+++. Cant wait to use it!

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  24. Pasting HTML and other formatted text into the Note body doesn't work for me - all formatting and line breaks are lost.

    Is it just me?

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    1. ... Can not Cut & Paste at all. Just doesn't work. This is a major flaw that needs immediate attention . Very Frustrating.
      I regularly post links and snippets of Html docs to the notes and I'm fairly sure that it used to work.

      Have also requested a links tab feature as think this is an essential feature of CRM

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  25. Lack of reporting is a major obstacle to using this software. I need to submit a weekly and monthly report showing all my activities for the period. Without that functionality I cannot use insightly. Otherwise it looks to be ideal for my needs.

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  26. My team is in the field and on the go a lot. I would be able to get more people to use insighly if they could just have a phone app. Any idea when this is coming? Seriously, this should have been highest priority. Waiting for the droid app--not so patiently anymore...

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    1. I should mention, we are downgrading back to the free version until we get a phone app.

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  27. How is not possible to add o change mails, tasks, events to a Project, opp, etc..!!!

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  28. Here is another vote for reporting capability. When that is part of the program it will have "grown up"!

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  29. How about google maps integration? viewing organizations addresses in a map view would be huge to us. In a sales organization its often necessary to bring a customer to a current customers to demo a product and when prospect A calls and says " Hey, do you have any customers in the lexington ky area that have a machine that I can go see?" It would be really nice to open up insightly, click on map view, zoom in on lexington ky and see all of my customers in that area. I can search lexington for city but thats only if they are in lexington city limits. I can export the data and import into google maps but we get new customers all of the time so that data changes. Am I the only one that thinks this would be a huge +?

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  30. I completely agree about the need for reporting features. Having a list of opportunities is great, but I really need to be able to see when they are coming due, what the potential worth is, win/loss ratios, etc. Love what the software does now, but without reporting it doesn't go far enough beyond a contact database.

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  31. A financial snapshot would be nice. Being able to see a chart maybe of current opportunities/revenue by week/month/prev. yr. Would also like see how many customers added by wk/mo./prev. yr. I've seen this in many other CRM's. Reporting can get complex and bloat the program. Keeping it simple like the rest of the program would be nice.

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    1. Suggestion: Take a look at how MotherNode CRM has designed their goals and sales funnel. Its the best I have seen anywhere.

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  32. You guys (gals) really need to add REPORTS.

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  33. An issue- under Organizations, the drop Social sites drop down box only has Twitter. Can you add the rest of the social media sites? (FB, LinkedIn, etc.)?

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    1. ditto...add google + to that list a also

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  34. Almost!

    Lack of reporting is a fatal flaw for us.

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  35. Have Today highlited in calendar likeother calendars

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  36. Reporting is absolutely necessary. Opportunities in each stage of a pipeline, win/loss% etc; -just the basic stuff. These features will really differentiate your product.

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  37. i have more than 6000 accumulated tasks.
    It takes a very long time to load the page, and it takes forever to refresh the page, and i don't have an option to delete multiple tasks ( like all completed tasks) at one time.

    If i have to click each completed task to delete it, it will take me forever!!!!

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  38. Under tasks on the dashboard - would be nice if there was a hide feature so we could hide the activity set items under a step in a pipeline and open it when it becomes due. As it is, the task list could be a mile long.

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  39. will you share the roadmap that you plan for insightly, and give us some visibility ?

    i'd love to have more custom field types and be able to relabel/rename existing standard field ...
    thanks

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