In-line Editing of field valuesWe noticed that most of the editing of records in Insightly involved changing the value of just a single field. So we have added the ability for our users to be able to change the value of a field when viewing a record - so now you don't need to navigate to the edit page of a record to alter a field's value. This is a huge time saver for those that need to change just an address or a phone number for a contact, or change the status of a task.
It's really easy to use too. When you're viewing a record in Insightly, if you hover your mouse over an editable field that you want to change, a small edit icon will appear around that field's value (Pic 1). Clicking that edit icon will popup a small edit box and allow you to change the record's value right on the page (Pic 2). When you're done with the change, click the blue tick button to save your change back to Insightly, or click the X button to cancel your change.
In-line editing Pic 1 - hovering over an editable item.
In-line editing Pic 2 - editing a field's value.
In-line editing of records is enabled by default, but can be disabled for all members of your team under System Settings > In-line Editing. The System Settings menu option is available to Insightly Administrators under the profile menu in the top right of screen. (Pic 3 below)
Pic 3 - Disabling or enabling in-line editing under System Settings.
List Actions Menu
Another big time saving feature we've just released is the list actions menu - a menu that appears to the right of items in a list in Insightly when you hover over them (Pic 4). Clicking on the small gear icon that now appears will show the same 'Actions' menu you would see if you were to click on that item and view the details page and then clicked on the 'Actions' menu there (Pic 5).
Pic 4 - The actions menu gear icon appears when you hover over a row
This new Actions menu allows you to directly edit a record, create a event or task for that record, or perform other actions like merge, delete, or export the record right from the list. So now you don't need to click through to view an individual record to get to those actions - you can do it right from the list screen (Pic 5).
Pic 5 - The actions menu that appears for a contact when clicked
One handy tip is if you wanted to create a task or event in a new browser tab without leaving your position in the list, hold down the CTRL key (or the ⌘ key on a Mac) when you click on one of the options in the new Actions menu, and that screen will be opened in a new tab instead of the current one, so you can keep your spot in the list.
Selecting all items in a list
If you have a large list of items, Insightly will show you the first 50 items by default and you can page through the remaining items using the pager navigation at the bottom of the list. To select all 50 items on that page without clicking on the checkbox next to each item individually, you can click the checkbox in the header of the list. But that would only select the 50 items on the current page - to select all items in the list including those in all other pages, you can now click on a small highlighted hyperlink that appears at the top of the list, as shown below in Pic 6.
Pic 6 - Selecting all items in a list
Hopefully these changes will increase your speed and productivity in using Insightly, decrease the number of mouse clicks and page jumps you have to make to perform common actions, and generally make you a happier person :-) Love your CRM.