New: UI & productivity improvements across all Insightly apps

Sales

by   INSIGHTLY TEAM

In addition to unveiling major new capabilities in Insightly Marketing, we introduced a number of user interface enhancements and productivity improvements across all Insightly apps in Q3 2020 product release.

Watch Q3 2020 Product Release Webinar where Insightly CEO Anthony Smith showcases all new features and improvements.

Watch the webinar

User Interface Enhancements

Over the past few months Insightly customers had requested a few user interface (UI) improvements. For example, the ability to show more than six records on one of the related tab grids when viewing an individual record. For datasets with hundreds of related records, scrolling through six records at a time can be a lot of clicks.

We solved this with the new feature that allows you to view 50 records at a time, potentially saving you a lot of clicks. When you click on the title of a related tab grid, you are now taken to a new page that shows just that grid and 50 records at a time.

The next UI request we had received was the ability to set the default tab that’s open when you’re viewing records. The Details tab is the tab we have open by default when viewing any record in Insightly. Now we allow you to configure which tab you want to set as the default tab. For example, in some record types, like Opportunities or Products, it may make sense to have the Related tab or the Activities tab open by default.

In this latest product release we’re also adding brand new Insight Cards on the right hand side rail of the Details page in Contacts, Opportunities, and Quotes. On the Contacts page, we already show different opportunities for that contact. We are now adding a new insight card for the primary organization related to the contact, opportunity, or quote you are viewing. You get all the pertinent details on the linked organization right there in a card on the right hand side. No extra clicks.

Finally, we’ve updated the security modal that pops up when you click on the padlock in the header of any Details page. We now show a lot more information about the record, including the current user viewing it, their role and profile, and the page layout that is used to render the page. So, if you have a lot of page layouts and you’re not sure which one is currently being used, clicking on the padlock icon will now tell you that.

These features will all be available in October 2020.

Platform & Productivity Improvements

We have doubled the number of API calls per second with our fantastic REST based API. On the 3.1 level API and above, you can now make an API call every 100ms or 10 calls per second. This is a big win for heavy API users.

We’ve also made a couple of improvements to workflow automation in this product release. We now provide customers with a complete and comprehensive log of all workflow executions: when they occurred, what records they affected, and how long they ran for.

You can now dig in to see if a specific workflow automation ran and if the rules you had in place worked the way you expected. If you’ve got a lot of workflow automations or they are highly complex, this can be a real boon in diagnosing issues or understanding what is happening behind the scene.

You can now also clone workflow criteria and save a lot of time. For example, you might have built up a complex workflow criteria set with quite a few filters. Now you can clone that criteria set in just one click, without having to duplicate it for a different set of actions.

Last quarter we released audit logging. Now we’re adding a new field history report that breaks down the changes to every field and the before and after results of every single field change, along with the user and time and date of that change. So, admins can now schedule an audit report that’s generated and emailed to them for every record and every field change for the objects they need to track for compliance purposes.

We also made improvements in Products, Pricebooks, and Quotes. You can now reorder products and quote line items on a quote. So you can choose which products appear in what order on any quote.

We added a couple of new related grids to the Product Details page. So when you’re viewing an individual product, you can now see which quotes and opportunities included that product.

Finally, you can now use merge documents functionality in Products, so you can easily generate product sheets and the like.

Here’s a quick summary of improvements:

  • Increase in API calls per second up to 10
  • New comprehensive workflow log of all executions, date and time, records affected, and execution time
  • Clone workflow criteria in 1 click
  • New field history report for audit logging
  • Now reorder products and quote line items
  • New related grids on product details page for quotes and opportunities
  • Merge documents functionality now available for products

All these features are available in Insightly right now.

To learn about all big new features in Insightly Marketing in this product release, please read this post or watch the full webinar.

Please remember to always check the “What’s New” section in the Insightly Help Center to keep up with our monthly product improvements. We usually ship between 10 to 20 improvements every month. You can also get in touch with your Insightly Customer Success Manager to get more details.

New to Insightly and want to learn more? Contact us for more information at sales@www.insightly.com.

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