Tuesday, 4 February 2014

Crafting a new Insightly experience

We're releasing a new version of Insightly in the next few weeks, and it's shaping up to be a very exciting launch and a great release.

Insightly has over 400,000 avid and happy users, so making changes to a product that successful is not something to be taken lightly. When we sat down to redesign the whole user experience for Insightly on the web eight months ago, we wanted our design to be centered around three core focus areas:
  • Familiarity
  • Simplicity
  • Speed
Familiarity with the interface is something we took very seriously. How do you make someone that has never used your product instantly familiar with how it will work the very first time they sit down to use it ? What we did was take some of the visual queues from other user interfaces people are already familiar with on the web and incorporate those into the new Insightly. Everyone knows what a button looks like in Google search, and Gmail has over 450 million active users, so it's a good bet that customers have used either of those two products before. We crafted our interface with some of the same flows and visual representations of those two applications so that users will subconsciously feel instantly at ease and familiar with how our product works before they even begin to use it.

We also wanted all our current users to see the new interface and to jump in and be productive straight away without having to hunt around to find features that had been inadvertently moved. So we made sure to anchor the new design in the familiarity of the old one by being careful not to move the location of common actions and buttons without careful consideration.

We went through over 100 different design iterations for the new Insightly before we settled on the final design. We ended up with a great interface that's much cleaner, more simplistic, and easier to understand for people that don't spend all day in a CRM. Insightly has a lot of powerful features and options, and we didn't want to overwhelm users by presenting them all up front in a dizzying array of buttons and boxes, so we worked hard to reduce the clutter and show the most commonly used interface elements by default, and place some of the additional complexity behind menus and drop downs. It made for a much cleaner design allowing users to focus on the task at hand.

Contacts are a big part of what you manage in Insightly, so we thought it made sense to make the profile pictures of contacts bigger in this release so you can more clearly see who you're corresponding with. While we were at it, we enhanced the automatic discovery of social profiles for contacts and organizations and improved our in-page LinkedIn and Twitter integration too.

Over the eight months of design work we conducted many interviews with power users and novices alike, and received a lot of feedback about what people loved and what they found confusing. We discovered that users really liked the ability to link things together in Insightly once they understood how to do it, but we spotted in eye tracking tests we conducted that users did not look to the sidebar on the right side of the screen where the links panel was located when they were entering information, so they often missed it. We made the decision to move the links panel right into the center part of the screen directly in line with users eye tracking movements, and then added a new links textbox in there to encourage easier linking between items. In our testing the number of links users created between items went up dramatically as a result.

We have customers in over 110 countries around the world now, and we heard from many of them that they would like to be able to use Insightly in their native language. This new version of Insightly has been built from the ground up to be multi-lingual, and soon after launch we will be rolling out a Spanish version and then following with many other languages throughout the year.

The third core focus area for us was around speed. We heard from customers that they would like Insightly to be more snappy when loading pages and navigating between items. We worked with our engineers to make the rendering of pages much faster by loading only visible sections of the page immediately rather than entire pages at once, and loading non-critical sections in the background soon after the main part of the page has loaded. The result is now a much faster browsing experience in Insightly, and a perceived speed increase of 65% over the old design.

We're not done with wringing all the speed improvements we can out of Insightly just yet though. In conjunction with this redesign we're also using a fair chunk of the $10 million dollars we just raised to build out our own custom data center with the fastest servers and internet connections money can buy. That work will be completed and coming online in the next couple of months and will be sure to boost the speed of Insightly even further.

We put a lot of love and hard work into this new release of Insightly, and we hope you love it as much as we loved creating it for you. It will be rolling out gradually to customers over the month of February, but you can see a quick preview of what it will look like in the video below.










94 comments:

  1. I was really hoping the new design would have a real dashboard on the home screen that not only showed activity, but also tasks and/or reports.

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  2. 2 key things missing for me:
    1. Integration with Aweber
    2. Not having Facebook along with the social integration of LinkedIn and Twitter

    Are these planned?

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    Replies
    1. Hi --

      We already support FB profile integration with Insightly: http://help.insightly.com/Article/Details/166

      Thanks

      Delete
    2. Hello Una,

      I am one of the developers of Podbox, a web application which synchronizes data between professional apps like CRMs, marketing emailers, professional networks, accounting and helpdesk softwares. That includes, of course, Insightly, aWeber and LinkedIn; see https://www.podbox.com/sync/#!/Insightly/AWeber. All custom fields are managed and the sync is bidirectional. Any data update in any of the application is forwarded in the other apps in real time. Do not hesitate to browse the other apps we synchronize and contact us.

      Best regards,
      Luc Sorel, PhD at Podbox

      Delete
  3. Just started using Insightly, but hesitate to dive too deeply until the new UI is released. Are you still on track for a February 2014 unveiling? Thanks!

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  4. Does the new release support assigning events to users?

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  5. I have tried it, but it is really, really slow on my machine.

    Would we be able to still use the old (and much faster) user interface?

    Please do not remove this option from us.

    Regards

    Charl

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  6. Hello! Congratulation and good-luck!
    I have a few feednacks:
    1. When I try to e.mail a contact it conects me to outlook!? and not gmal.
    2. The new app is slower compared to the older version
    3. In a Task>Link>Contact - it does'nt work, and directs me to all my contacts!
    Eran

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    Replies
    1. To fix 1st issue go to chrome>settings>extensions and search for add-on called gmail default then install it and restart chrome.

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    2. This comment has been removed by the author.

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  7. On the older version, my team members don't have an option to export contact, just the master account can do that. But in the preview preview version anyone can export contacts. Just for that reason alone, I'll not be using the new version for now.

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  8. Doest the new version has any of the below mentioned feature:
    1. Can the user assign event for other users with in the organisation
    2. Can we add customized fields under the tasks
    3. Any chance to capture more financial information around tasks, quantity, unit rate, etc... the total of task value could then show up as total project value.

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  9. Something I'd been hoping for was more advanced task and project reporting, but I'm glad you guys have addressed other issues.

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  10. Are we unique? 99% of our Insightly contacts aren't linked to social media in Insightly so that the right side of the contact and organization screen is blank and I have to do more scrolling down to see links that before I could just see on the right side of the screen. I am sure that new users don't initially realize that the links are listed to the right, but once you get that it's a lot easier to move your eyes to look right than it is to scroll down.

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    Replies
    1. That was our biggest issue also. I do hope they fix that before release.

      Delete
  11. We're coming up on the last week of February 2014, when will it be released so we can try it?

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  12. I tried the preview of the new UI today and was very disappointed. I hope users will still have the option to use the old UI. I’m relatively new to using Insightly and have grown to like it particularly the UI. Several reasons for disliking the new UI (not in any particular order):

    1) Doesn't seem to have an option to add background. This was a neat feature, together with the logo, which gave our instance of Insightly our company branding.

    2) Less colorful. The new UI seems very bland in comparison. The use of color in the old UI was one of the features that attracted us to Insightly. The old UI made it very easy for our staff to become acquainted with Insightly. Perhaps there are user options to set colors?

    3) Tags don't stand out on a white background.

    4) I don't think the new UI makes Insightly any easier to use in fact it’s harder.

    5) Having the links to the right worked for me, now I have to scroll down.

    6) The links don't look so good now. In the old UI the links had logos for organizations. The logos made identification of link organization quicker.

    7) Editing links now pops up a dialog dimming everything else on that page. The old UI opened up for editing in place allowing you to continue seeing the rest of the page. Also on the old UI you could open up multiple links to edit at the same time allowing you to cut and paste between links. Now you have to close one link before editing another.

    8) In the new UI, e.g. in Organizations, you have changed around the tabs removing “Social” putting this under the new “About” tab. The particularly annoying thing with these tab changes is that other than the “About” tab you lose visibility of all your links. In the old UI all your links remained visible for all tabs. Also, apart from the “About” tab you lose the general header information about the organization.

    I’m sure there are other points but will leave those for now. Can you please keep old UI at least as an option?

    Adrian

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  13. looking forward to it, but the ipad and iphone apps need to be significantly improved too

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    Replies
    1. Agreed. Its absolutely essential that the mobile apps are improved. Who doesn't work on mobile?! Including the dashboard in them has got to form part of this improvement.

      Delete
    2. We've got a whole team working hard on the mobile side, so look to read several updates from them on this blog in the coming few weeks.

      Delete
  14. Will there be a way to duplicate similar content? Example duplicating opportunities? From month to month I need to recreate my opportunities and currently I have to do this manually which is very slow. My business is teaching, so the classes repeat each month, but with different students and different $ amounts. Would love to be able to copy and Paste the similar content.

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  15. Love me some insight.ly -- can't wait for the rollout!

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  16. Looks like it will be good. I look forward to using it.

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  17. Please tell me you can now edit the order of activity sets now. Also any chance of getting out of bed with google? We use exchange so would be great to have a closer relationship.

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    Replies
    1. You've always been able to change the order of activities in an activity set in Insightly. We also have an add-in for Outlook 2013 and Office 365 that is available through the Microsoft Office store..

      Delete
    2. Hi Anthony, Please see my screen capture, am I missing something? http://goo.gl/NtWUVc

      Regarding Exchange we use Mac's and the latest version for Mac is 2011 and in any case its unlikely they will ever support the Office store with Mac.

      Thanks for your help.

      Delete
  18. I have to agree with Stephen DelVecchio, as a real dashboard would have been very helpful showing my leads and the sales in a pie chart with conversation ratios. Even Quick Books has this and it's not a CRM. Thank you for the minor upgrades.
    David-

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  19. Yeah, Where is "THE" Dashboard???

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  20. I'm sending you a list of the faults and problems we've found in your new version

    1. The interface is "by far" less convenient:
    a. No option to see links in the same page (only by scrolling down). Question – why did you decide to put the social profile on the right instead of the bottom???
    b. In a contact – the contact details appear only in "about". When moving to: notes, mails etc, one must go back to "about" every time he needs to: call, send mail, etc. Less convenient!!!
    2. The repeating task- there is no icon and it doesn't work properly.
    3. When entering the list of tasks, and touching the contact details icon, it doesn't show details (phone, mail etc.). Only after entering the task or the contact.
    4. Completing task requires 2 clicks rather than 1 in the last version... less convenient. The same for editing a task and delete.
    5. After entering a contact> task>editing the task> pushing "backspace" to return to the last page (contact) - brings you to the task list instead of the contact!
    6. In the older version, moving between clients maintains the topic (i.e. mail, tasks, note etc). In the new version it doesn't work.
    7. The social profile doesn't work. It should be at the bottom instead of links which are much more important to see (Regarding subject 1).
    8. In "my open tasks" it shows all users open tasks.
    9. Please add an option of defining the owner of "important date to remember" . We can't use it and it's very important to call a client on his/her birthday!
    10. When opening a new note, you can't type automatically, and need to place the mouse on the bar before.
    11. Searching a client> pressing right button on the mouse> doesn't allow to open the client in a new window.
    12. No option of changing a contact's photo.

    Thanks a lot and good luck!
    Eran

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  21. I would like to see my contacts laid out in a grid view, where I can add or change the column display and sort by clicking the header. Need to be able to email contacts right from this screen.

    PLEASE!!!

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  22. Hi! How i can definitively use this new version for my entire team?

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  23. Insightly is a great product ... new interface seems less intuitive and less informative, more usage and time will tell ... doesn't seem to work at all on IE9 ... background colour changes don't stay ... has crashed a couple of times, never saw the old version actually crash.
    Completely understand you need to move forward and hoping that you will continue to "tweak" and "fix" and make a great product even better.

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  24. I wanted to congratulate you on the new interface. I think you have done a great job in the right direction.

    I have observed that in the history of organizations can not see your contacts simultaneously. You have plans to re-add that option?

    Thanks and keep on going!

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  25. Thanks for making efforts to improve the app! It can't be perfect for everybody but you are still the greatest price-value winner! Good job!

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  26. I am missing here botton - OLD VERSION. Good job but for me is old versiont better, usefull, helpfull.

    Thomas

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  27. Thank you for a great update. I was angry: Insightly has no significant changes since I started in April 2013. Now I see what you made and happy. Hope to see more improvements.

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  28. I understand the need for change but unless i am missing something you took out some of the things that made Insightly efficient for me.

    - Not seeing the Opportunity details and Links when you are not in the About tab makes the navigation less intuitive and harder.
    - I now need to open the Task to see if there is a Note related to it instead of seeing it at a glance with the old bubble.

    Loved using Insightly so I'll give it a serious try but those a big letdown for me and would love to see them back or to have an OLD VERSION button.

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  29. The old version of insightly had arrows to move forward and back in my organization filters. This was incredibly useful for us and appears to have been removed even though my company provided feedback during beta testing. Will this be added back?

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  30. I am becoming more and more disappointed with your product. After this latest (disaster) redesign we have now begun to search for an alternative. The old user interface was indeed ugly and out of date, but in no way could anyone accuse of it not being user friendly. Being user friendly was what made Insightly successful. Not pretty interface! We are going to make a giant list of things we don't like about the new look and email it out to you; hopefully some of these will be taken into consideration. By the way, about two months ago our Gmail gadgets stopped refreshing, right after sending emails. I contacted the support team and they told me that, since only about a handful of users were experiencing our problem, there was no way they could dedicate their time to solving it. Remember this: treat every customer like the only customer.

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  31. The new version is more difficult to use as the organization "about" screen doesn't include the notes. Now must go to "about" to dial the contact and then leave that screen and all its data to move to the note screen.

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  32. Why won't all my Insightly emails got to Mail Chimp when I send them only some do.

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  33. I am willing to try and check it out and use it before I start sending a list of things I dont like or would change. But right away when I first logged in, I already miss the colors. The all white makes everything to me run together and harder to look for things on the page. The colors helped seperate the information in the task or project must easier. I do see you can change the background color but is there a way to add color to the 'inside' part of the new interface. Hoping to try it and that it will grow on me overtime.

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    Replies
    1. Lori, I completely agree! I was kind of shocked at first. But then I discovered that you can go under settings to change your color theme, so that made me feel better.

      Delete
  34. It's just a face lift. No functional improvements are made. I noticed that some useful functionality got lost. For instance, in Tasks list panel hovering over linked contact used to pop up basic contact information, which was very convenient for making follow-up calls. However, the pop-up is gone in new design and I have to open contact and after calling go back to tasks.

    New design made all detailed views flat. There are no functional areas. For instance, if you open task details or contact details, all information is arranged in one list, top to bottom, using same font and same background. UI's are more efficient when separate functional areas are created, so different pieces of information can be easily identified. Old design in this respect was not much, but better.

    I think that Insightly team should concentrate more on adding more features and improving functionality, rather than UI.

    ReplyDelete
    Replies
    1. I want to add that the developers put too much emphasis on social media , but less on real life information important for businesses. It makes CRM more suitable for personal use, less for business use.
      Most businesses don't discuss or do business via social media; they do it by phone calls, emails, faxes, etc.

      Although some new features are quite useful, I believe the design team could spend their time and money better on improving FUNCTIONALITY!

      Delete
  35. Developers, would you please address the tasks feature? It is a lengthy process to change the date of a task. Would love it if you could just click on the date listed next to a task and the little pop-up calendar would appear, rather than having to click on the task, be redirected to another page, and THEN get the pop-up calendar. Thanks!

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  37. I agree that task management has been made slower and less useable with this update.

    A much slicker solution to manage due date would be to drag and drop like Basecamp. Editing task dates in painful now, especially if you take a day out and have to re-organise tasks.

    Click open task... click edit... make changes... click save... click back....
    Click open task... click edit... make changes... click save... click back....
    Click open task... click edit... make changes... click save... click back....
    Click open task... click edit... make changes... click save... click back....

    Rinse and repeat over 10 tasks you had assigned on a certain day but need to move and it gets a little frustrating. You could kill that other click by having your drop-downs appear on-hover rather than on-click, simple really. You still retain the extra screen real estate you gained by hiding the actions in a single drop-down button.

    It seems you have introduced a whole host of new unnecessary clicks with this update. To add/edit/delete a task it now takes two clicks as these options are hidden behind a drop-down, before it was one as they had dedicated buttons. It’s the same issue caused by hiding actions in dropdowns, a method that’s certainly less user friendly to a novice.

    Upon saving a task it no longer takes you back to your task list, you have to now click again to go back, slowing down workflow. This is because the task is loaded on it’s own page rather than in a modal window as before. The modal was better, why change it?

    To complete a task you now have to tick it, then click complete, another pointless click. There should be more bulk options for tasks, such as bulk assign. The icons you have used should be web font icons; the graphic ones you have used look are blurred on a retina display (I also do not think they look right with the new UI, they are the same icons form the old UI, 2006 icons from FAMFAMFAM I do believe?).

    I could go on but I think you will no doubt hear about all the other things that are wrong with this update from your user base.

    My business has only been using Insightly for a month now and to be honest we are pretty disappointing with this update. After evaluating for 2 weeks we signed up to a paid account and are on the whole very happy with the product, we just expected it to improve with this update. Although it looks better it kind of feels like step backward in terms of usability.

    Without sounding too harsh I think this is a pretty poor, ill thought out update. It seems you have looked at Gmail and shoehorned your application into that UI, rather than looking at what UI suits your application. The Gmail UI is great, but it’s (a) Google’s and (b) designed for Gmail and other Google services. It’s a pretty blatant copy and other than that it seems not much thought has gone into how a user interacts with your application and how you can improve it.

    The MailChimp re-design in comparison is a master class in UI redesign; they not only improved the UI but also enhanced the functionality.

    I hope you make the changes needed soon as it seems there is a lot of negative noise surrounding this update on day one.

    Don’t get me wrong, it's a great application and I enjoy using it, it’s just a shame as from what I’ve read here so far this update is not meeting your users expectations.

    I think it need some serious tweaking now as you’ve actually made it less usable in certain respects.

    Thanks,

    Tom.

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  38. Not at all happy with the redesign and the white background makes things blend together too much, hence making it harder to find what I need.
    Two things that are very bothersome for me:
    1) any more than 1 space between words or text, you now see HTML code ( ) for that space instead of just blank...very confusing
    2) I use the bullet points in many of my notes, and now the only way I can see the entered information in that format is to go into the actual note itself. I used to be able to see it correctly as I had entered it prior to this "update". Even things I put on different lines without the bullet points are now all run together, and the only way I can see the information as entered is to go into each individual note...WAY too time consuming especially if I'm on the phone with a client trying to locate something.
    This is a huge problem for me, because previously I could scan through all the info in a contact's notes at a glance, and it's no longer possible without either clicking each note individually or wasting an enormous amount of time trying to decipher all the text that is jumbled together instead of neatly separated as I had entered it.
    Not a happy user and this may cause me to look for another CRM if not corrected.

    ReplyDelete
    Replies
    1. We've run into these inefficiencies with Notes as well. Harder to use and less valuable than in the earlier version.

      Delete
  39. Not as simple and as user friendly as before. less intuitive and more clicks required on a number of areas.

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  40. Thank you everyone -- namely David, Adrian, Eran, Keith, Guy, Andy, Eliot, Lori, Jacob, Tom, Tracy, Zac -- for taking the time to write feedback on the new interface, and being honest about how you feel about out. Not to be too reproachful, but anyone who thinks this is any sort of an upgrade has been hoodwinked. As I stated in my earlier post, we are currently putting together a list of issues showing just how many holes there are with this new version. Some of you might be surprised by how many we have come up with. And, Jamie, if you think changing the color scheme is going to make one iota of difference, think again, for I remember when Yahoo! site builder had better looking templates back in 2006. The problem is not the color scheme template, it's the fundamental design. Regarding social media, would it really hurt anyone's business if Insightly didn't even have an option for it at all? If your wasting your time with that garbage, your not out there doing what you should be doing: satisfying the customers' needs, making a profit, and generating cash.

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  41. When I assign task to someone...then his comments on task are not visible to me why??

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  42. I loved the old Insightly and am beginning to hate the new version. Is there no way that users can have the choice of which one we use – call it ‘Classic’ view or something.

    I agree with the issues that people have already mentioned and have found a few more:

    Adding a new organization: Instead of being able to see all of the boxes that need completion (address, e-mail etc.) we now have to click on a link to add them. You therefore have to click on a link for each (address, e-mail etc.) which opens the box for you to complete – more work!!

    Manage Tags: After adding a new company, adding a tag and saving your changes you cannot add another tag to that company. You can’t save.

    Search Facility: You used to be able to see a list of search results. Now you have to click on tabs to find the results.

    Organization Links: When in an organization and looking at the list of company links you have to have excellent mouse control to be able to edit them as the link only appears when you hover over it. Not helpful when you have a long list of links. Also I have to ask why the list of company links are not in alphabetical order?

    Please, Please, Please allow users to have the choice of what UI they want to use.

    ReplyDelete
  43. Been administrator and a user for a couple of companies and implemented Insightly as the CRM solutions for both of the companies (bee admin/user for the last 3 years) The new UI
    layout is NOT helpful at all:
    We loved the layout of a project page as it was:
    Title of project
    Current Status:
    Category:
    Who's responsible:

    then below, pipeline stage
    all the info above was static - and remained visible as we switched the tabs below+ having the linked contacts/organizations static to the right.
    A key and very important feature for us was, the option to stay on the tasks tab when we switched projects. OUR "DASHBOARD" WAS THE TASKS TAB - now it resets all the time to "About", which requires extra click EVERY TIME we switch page, or switch between about and tasks - VERY annoying and inconvenient.

    Another major annoyance:
    after completing a task of activity set within a stage in pipeline, we used to switch to the next pipeline stage from THE SAME WINDOW - Now, we need to switch to about, then switch to tasks again - IT DOESNT MAKE SENSE!

    PLEASE, PLEASE!!! allow users to rollback or at least have an option to use the old interface - it took me hours of figuring out and implementing Insightly into our companies to work best for us and now it's broken.


    Tony,
    IT/ Projects manager -
    for
    Westside Fireplace
    and
    Edden Glass and Mirror

    ReplyDelete
  44. Please allow us to have a choice of using the Classic interface. New one is not as efficient and has too many issues as it stands right now.

    ReplyDelete
  45. It's bewildering to me why the Insightly team would choose to ignore the hundreds of requests for real functionality improvements and devote one iota of time improving an already usable interface.

    This is an exercise in pure vanity designed to draw new custom at the expense of loyal users.

    Let your customers influence the next features. Publish a roadmap. Stick to it.

    ReplyDelete
  46. I guess they don't want to hear our thoughts? Why did they disable comments on the latest blog post??? (http://blog.insightly.com/2014/02/a-bigger-better-faster-insightly-coming.html)

    ReplyDelete
  47. Oh dear!
    I am finding it almost impossible to add tags to existing organizations - the screen freezes after clicking save.
    Screen fonts are now almost unreadable across IE, Opera, Chrome and Safari with only Firefox making a reasonable effort.
    Extra clicks or keystrokes needed for almost everything
    Interfield drag & drop leaves a copy in the source field
    etc etc

    Usability has suffered badly in this version - please roll back until these items are sorted!

    ReplyDelete
  48. New one for today - when adding a contact, Insightly decides that one contact isn't enough and so creates two that are identical. Then, when you try to delete the duplicate (assuming you've noticed) then the system hangs.

    Do you think that we are Beta testing the new UI and paying for the privilege.

    ReplyDelete
  49. Icon for organization. There are organization notes. When you go to edit notes it reads: organiSation notes.

    ReplyDelete
  50. For those wanting to "GO BACK", Support sent me the links below.

    Enjoy, while you can!
    ________________________________________________________________________
    You can use one of the following temporary links to our old interface to access your data in that environment. You will need to completely log out of your current view of Insightly before logging in with these addresses.
    If you use Insightly for Google Apps, please use this link:
    https://googleapps.v1.insight.ly/
    If you use a standard Insightly account, please use this link:
    https://googleapps.v1.insight.ly/User/Loginforms
    Thanks for your patience!

    ReplyDelete
    Replies
    1. Stefan, thank you for sharing the link. It helps a lot. It looks like Insightly has entirely different team of developers who only care of anything but improving the functionality.

      Delete
    2. Thank you Stephan,
      Was excited to see your links, unfortunately,the second link doesnt work for standard account (I noticed the link also starts with "googleapps..." probably wrong link - do you have the correct one please??

      Delete
  51. The new UI is ok but I am surprised the development of the new UI removed functionality. I made daily use of the ability to drill down to an email from a task since I create the majority of my tasks with the Insightly gmail gadget. It appears this functionality has been removed and I am very disappointed in the decision.

    ReplyDelete
  52. Please, tell me why...
    Insightly its nearly unusable for me now...
    WHY?

    ReplyDelete
    Replies
    1. Hi --

      See earlier in the blog comments - you can revert to the old UI. Thanks

      Delete
  53. There used to be the ability to create a filter and then see how many members were part of that filter. Now i cannot run a filter and see the totals. Did this get removed or just put someplace else on the page?

    Big issue for me as i run a ton of reports using the filter criteria.

    ReplyDelete
    Replies
    1. You can still create filters... if you are on the contacts page (for example) the filter button is below the 'new contact' button in the upper right hand corner. Hope this helps. Thanks

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  55. 1) When clicking on the Contacts tab and scrolling through the list of contacts, it's no longer possible to see each contact's title. We also cannot see as much information anymore, such as the contact's land line and cell phone numbers.
    2) In the Files tab, "All Files" is now the default filter; therefore, every time we enter an Opportunity or Project, in order to avoid having to wade through all the nonsense files dragged in from emails, we have to click on the "Only Uploaded Files" option. In the previous interface all we had to do was click on the "Docs" tab to view our important files. If you are going to keep this tab as is, please allow us to set the default to "Only Uploaded Files."
    3) The Opportunity and Project "Name" and "Description" fields are too small. At least with the "Description" field, we can drag the window to increase it; no such option exists for the "Name" field, however. With all the white space available to the right of each, why not just stretch them across it.
    4) If we decide to add a folder or file to Insightly from Google Drive, and do so by clicking through our main shared folder rather than searching by name, the order of the folders and files is determined by last date modified, not by name, making it almost impossible to find anything.
    5) When using the search function, we cannot see the full name of an Organization, Opportunity or Project in the search results. It appears as if the information was cut off to keep things clean and simple, but all this does is draw away from the usability. Now we have to cut and paste whole names when linking. How annoying.
    6) It is no longer possible to see the project details in any tab except About. I think everyone will agree -- being able to have this information above all the other tabs was a huge benefit and time saver.
    7) When creating a new Opportunity or Project from a Contact or Organization, the relationship cannot be added until after it has been created.
    8) In the Home page, besides just seeing the type of activity (Note, Email, etc.), there used to be links to the Contacts, Organizations, Opportunities or Projects linked to it. This gave us a good feel for what was going on during the course of the day, and enabled us to click right in for more details. Now we feel lost.
    9) In the About tab, clicking on a file does not open up a file, instead it just brings one to the files tab. How lazy.
    10) The icons showing the type of activity -- Contact, Organization, Opportunity, Project, etc. -- are inconspicuous. It used to be very easy to tell one from the other.

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  56. 11) When adding a new Contact or Organization, now we have to click open the phone, website and address fields. They used to be open already. What a waste of time.
    12) We cannot find certain contacts when searching for them to link to, especially when first creating an Opportunity or Project.
    13) We add tags, only to find out later in the day that they disappeared.
    14) Search is now slower (this is almost unfathomable).
    15) When viewing the Opportunities and Projects for a particular Organization, they are now ordered by date created, not by name. I like this but others may not, so the user should have a choice in the matter.
    16) There are issues with the time stamp. If we enter a note, and then go back to edit it, it displays in GMT. This is quite confusing when one decides to edit a note for back dating purposes.
    17) When merging a contact into an organization, sometimes a glitch occurs and it does not work.
    18) When entering a note and then going back in to edit the date and time, the calender scrolls forwarded to the next month, forcing us to click back to the current one. Extra clicks yet again.
    19) In the browser, the Title tags are sometimes missing, making it impossible to know which open tab corresponds to what. This seems to occur mainly when right clicking over a link to open in a new tab. This is HTML coding 101.
    20) When in the About tab of an Opportunity or Project, the file tab will not show how many files are attached until one clicks on it.
    21) Overall, the font is too small. I don't know how any one in their 50s or 60s would be able to use this product. If they are smart, they won't.
    22) When adding a Google Drive folder to a Contact, Organization, Opportunity or Project, if after performing the search, the folder one is looking to link to appears toward the bottom of the screen, when clicking on the folder the files drop so far down they are impossible to check mark.
    23) When scrolling over the link for changing the status of an Opportunity or Project, I would imagine there should be a finger pointer. When making the change, there is now a pop up rather than just having the options open up right below; this forces the user to move the curser all the way over to the center of the screen, leading to extra time to make the change.
    24) When adding a note, why doesn't the cursor automatically insert into the Title field? If one is adding a note, the text is either going into that field or the other one. You might as well get the cursor there.

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  57. Thank you for the link to the old version! I felt relief when it opened.
    I feel the new version is overall slower and the tasks are much more difficult to use, editing due dates, completing them seems like alot more clicks when using multiple tasks linked to one organisation. Under Organizations the events tab shows the date it was created not the date of the event. Which is now another click.
    The about details of under and organization is much more difficult to read for me.
    On the positive side I do like the drop down for recent items, I never used this before.
    I also like the view on the main organization screen the abcd on the right and tags seems easier to find. However as of now our company will be using the older version.

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  58. Trying to get up the adoption curve but: New version is harder to read at a glance, especially contacts and their links. It is slower to load and updating takes more clicks. The links on the right hand side whre the social media stuff is now was much better. Don't understand the prominence given to social media - most corporate contacts personal pages on FB etc are irrelavent. Finally, on the contactspage the old way of having the alphabetical directory along the top was better than down the side as now it appears that the letters relate to the individual contact in some way.

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  59. Thank you for the link to the old format, I have had to go back to this because of the so many serious omissions, bugs, and navigation problems in the new format. I am also getting concerned because tech support is almost nonb existant and no one from Insightly is even responding to the numerous negative comments on this thread, the silence is defeaning. What a way to run a business. Unless there is some serious improvement over the coming weeks, or if there is a choice to keep the old format, at least until Insightly get their act together then I will be finding an alternative.

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    1. Our support team is a bit swamped so we are behind in our responses -- our lack of response is not due to the fact that we do not value customer feedback. Rest assured our support team is constantly collecting (both good and bad) feedback and passing it to our product team and they are working on the issues. Thanks.

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    2. Laura, thanks for your response. I suspect the support team is swamped because comments that really pertain more to design of a new UI than to stability or bugs with a mature UI are being driven through the support organization and I suspect this organization isn't set up to handle that. On the flip side, it's very inefficient for us as users to each have to document our use cases and the associated issues we're seeing with the new UI. I just submitted a service ticket for an issue that I know another user has already reported. If you skim these comments it appears there's a lot of consistency in the observations and many of us are saying the same thing. Surely there must be a more efficient way, for Insightly staff and for users, to work through this deployment. For example, start a list somewhere in the cloud that we all can see and contribute to so that we don't all have to repeat (and respond to) the same input. The comments on this blog provide a great start at such a list. I understand the need for a central collection point, but I don't think driving all of this through support is the most efficient way to go, for anyone. There are some great collaborative tools out there. Let's use them for all of our collective sanity!

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  60. Getting more and more frustrated with this as the days pass by.

    - Total silence from Insighty.
    - No forum other than this post (commenting has been disabled on latest post.
    - Full of bugs and glitches
    - Website and docs not updated!?

    What is going on? You cannot run a business like that and expect people to keep paying you.

    Talk of using eye-tacking and heat maps etc etc, give me a break. Why not try spending that money of someone who know's what they are doing when it comes to UX and UI design.

    Whoever was in charge of this 'update' needs firing pronto. Is anyone from Insighty going to comment....?

    ...Nope, thought not.

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  61. I hope everyone in this thread is sending support tickets regarding the issues, because as others have mentioned, it seems they are not reading these comments.

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  62. Since my first support ticket on 25 Feb, stating that I was "horribly disappointed" with the new UI, there have been 2216 tickets up to the last one I send a few minutes ago.

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  63. I and all of my colleagues are using the old UI. However, we get logged out frequently sometimes after just one or two clicks. I have submitted a support ticket but am being told that no one else who has been given access to the old UI has reported this problem.

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    1. I experienced the same thing today Adrian and have submitted a service ticket for it.

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  64. Like the interface but several suggestion. The "Background" field in contacts is very useful to me and in the new interface it is vestigial at best. It supports 30 or so characters at most and therefore is almost completely useless. I like to dump unstructured text in there. It looks like the interface was optimized for VGA resolution which is a serious mistake. Even on 768X1366 screens there is too much empty space.

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  65. 25) When we add a note for an Opportunity and try to link it to the Project that has just been created from that Opportunity, we cannot do so. Now we have to enter two notes instead of one. Same is true of when we try to create a note for one project, then link it to another project.

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  66. I want back the old insightly version - every day I find a new bug or fails.

    We paid for useful old version and will not paying for new useless. We are starting search a new alternative.

    Exists some way to use OLD version of insightly??

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    1. See post above 1st March for access to "Classic" UI. It's like arriving HOME after a bad holiday!!

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  67. I think Insightly must be paying users to make good comments about the new interface.

    A Twitter search shows a stack of similar/identical tweets all praising the changes..

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  68. I've had some luck getting responses from Insightly folks by posting on the Insightly Facebook page. I asked about plans for support of the old interface that at least some of us are using. While there was no timeframe provided, the respondent did say that there is no engineering support for the old interface any longer. fyi for those of you using it.

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    1. This is what happens when developers make changes based on their own vision, rather than listening closely to their customers. The product would do so much better with simple enhancements proposed by users on Suggestions page.

      It's almost like Insightly switched their management or product architects or ???...

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  69. how can I select all the items (contacts, for example) when they are more than 50, to export/edit/tag them all? It used to be easy (selecting "All", meaning "View all the records"), but now I can't figure how to manage it

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