With Insightly’s linking feature, you can create relationships between different items to visualize and navigate important connections, from the organizations involved with a project, to the contacts connected to an organization. Since organizations tend to be the hub of these relationships, it makes sense that many Insightly customers have asked for a history of related items within each organization record. We’re happy to bring that to you in our latest update.
You can now view a complete history of the activities for an organization and its related contacts, projects, and opportunities. Previously, if you wanted to see this information, you would have to click through to each contact, opportunity, and project and view the history for each separately. Now, you can select the Show filter from an organization’s History subtab to select an inclusive history of activities from related records.
By default Insightly will show you the history for just the organization. The other options for the drop down are to show the history for the organization and all linked items, all linked contacts, all linked projects, and all linked opportunities.
This allows you to see everything that has happened around an organization in one view. You can quickly scan the history list and catch up on progress if you’ve been away from the office or if you’re about to make a phone call to a client. If you need more detail on a specific item, you can click through and drill into the details. (Tip: Hold down the CTRL key when you click a history item to open up that item in a separate tab.)
When you change the history drop down to show the history for the organization and linked items, Insightly displays the names of the linked items below the activity title. You can even hover your cursor over the name of a related record to view the details without clicking to open another page.
With one dropdown list, our product design team has added a simple feature that will save you a lot of clicks.
