Month: April 2014

Google+ Hangouts allow you to have group voice and video conversations with up to 10 people at once across different devices and across the world. We’ve been working closely with Google to combine the power of Google+ Hangouts with Insightly, and we’re excited to announce that today we’re launching integrated Google+ Hangouts right inside Insightly.

Let’s say you want to bring together several of your contacts to discuss an upcoming feature of your product currently in development. Select those contacts you want to speak with in Insightly, and in just two clicks invite them to connect and join a video or voice Hangout with you. Insightly can even create a Hangout between you and a contact by calling their phone number directly inside Insightly.

Here’s how it works in just three very easy steps:

1. First select up to 10 contacts from the contact list and click the new Hangouts button that appears in the header.

2. Insightly will open a popup listing the contacts you have selected, and all you need to do is click on the green ‘Start a Hangout’ button to invite those users to join you in a new Hangout. If you have selected one contact Insightly will give you the option to call that contacts phone number and join the two of you in a new Hangout.

3. After you have clicked the ‘Start a Hangout’ button, a new Hangout window will open with all the selected users ready for you to invite to join your new Hangout.

If you have chosen one contact with a phone number, the new Hangout window will give you the option to call that user immediately on their listed phone number to join your Hangout.

Google+ Hangouts are free, and the ability to select and invite contacts to join you in a video call or conference right from within Insightly is a very powerful feature. Hangouts also allows you to share your screen with other participants, capture and keep still photos from the call, and share your files with other participants through an integrated Google Drive interface. We’re excited to bring the power of Google+ Hangouts to all of our customers today – happy calling !

We’ve just released three new user interface enhancements to the Insightly web application that saves clicks, increases productivity, and allows you to work faster.

In-line Editing of field values

We 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

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.

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.