Field Changes 25th March

Ok.. So have you Guys Lost your minds.... Why remove standard fields for data that is common place. This is just outright frustrating and a regressive, ridiculous move.

1. I have many contacts that have 2 Mobile #s Business and Personal.

2. I have many contacts that have 2 Email addresses Business and Personal

3. A significant % contacts have Website addresses

4. A significant % contacts have Skype #s

5. You retained Fax #s when I actually don't know anyone with a personal Fax anymore. I don't even keep Fax #s for Organisations. It is a dead technology.

These kind of changes lead me to think that you are loosing touch with your users. 

 

 

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Comments

12 comments
  • I think that they do not really know how their customers use their system.

    I am adding another funny facts:
    - even the organisation can have some generic e-mail addresses important for storing and working with,
    - it is possible to add unlimited e-mail domains to organisation,
    - one organisation can have more branches and user could need to store their addresses under one organisation record,
    - adding assistant's name and phone to contact record is not really beneficial for us, in the case we would need it, it would be possible to do it even now through custom fields and/or by linking assistant's contact record to the profile.

    Lets talk with them during the next Dev Talk: https://support.insight.ly/hc/en-us/community/posts/115002914607-Insightly-Dev-Talk-Live-March-28th-11-AM-PT

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  • Regardless of which fields they retained and which they took away, it's horrible that they just deleted our data without warning. Who does that? Isn't the point of their product to keep data available for their users??

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  • We also used the Website field in the contacts to communicate with Customers when we send out mass mails with the Email Templates by automatically picking up the "Website" field in the send out. But as you say this in now removed and thankfully stored in the Notes, but an annoying waste of time to have to restructure our data. When I tried to set up the new Email template I see there is still a reference to "Website" and a reference to all the old fields in the available fields. What is going on?

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  • We're completely surprises by this change as well. Have we missed out on some announcement? A lot of email addresses that we keep track of are moved to free text notes fields. How do I get hold of that data? We use those extra email addresses to see if we already "know" people. 

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  • I agree with most of the comments I have read. This kind of update without any advance notice!! Great way to start business back on Monday!!! Changing the name to shipping for clients physical address?? We visit our clients on site at their location seems weird to call it the shipping address. Removing emails from organizations and adding it to notes, and then also removing the emails from the contacts on top of that is causing a huge headache right now. I really hope this update turns out to be worth it by fixing the issues with linking emails. From what I understand on what I read about the update is that in a few days we will be able to create new "custom" fields for the ones that were removed and then import the info back in from notes! Sending emails until everything gets sorted out is going to be difficult and time-consuming. What a mess and no advanced notice on such a major change. Feeling very dissatisfied with Insightly right now. 

    Oh even better my emails saved from gmail are not linking correctly anymore!!

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  • This is a regressive update that impacts the useability of Insightly, in fact in some ways it is now #Unsightly!

    While they claim to be making it more compatible for integration for products, what they should have done is given users an option for how the interface worked and looked, so that those that don't need to be compatible can keep using it as it was.

     

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  • Their action impacted my daily work greatly.  Now when my customer call in, I CAN'T FIND THEM!!!!  

     

    If I can't service my customer, it's time to #Unsightly!

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  • Add me to the list of really frustrated and disappointed customers. The product just got much less functional for me and with zero notice.

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  • I also don't understand why we now cannot choose how many fields to have under the basic contact details. Let's say someone has two house phones, or a summer address and a main address, or an organization has multiple phone numbers? Not every contact is exactly the same, and it's extremely frustrating that we're not give that flexibility anymore. Custom fields will just be a band-aid to an 'update' that proves more of a downgrade than anything. 

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  • Got a generic email from Anthony Smith - the CEO of Insightly.

     

    We’re introducing a new tool into the product this week built so that you can save the data you currently have as ‘Additional Information’ notes into new custom fields that will be searchable, reportable, and visible on the details pages of both contacts and organizations in just a couple of clicks. The tool will add these custom fields for you at no cost, and no matter what pricing plan you are on, and move your data into them automatically.

    We’re also introducing a new type of custom field for email addresses that will enable you to add multiple email addresses to contacts and organizations, and when saving emails to Insightly will make sure we link those emails to the correct records every time, reducing the problem of new contact creation when emails are saved with different email addresses for the same contact.

     

    This TOOL should be created, introduced, and mass tested BEFORE you introduce this field change.

    On this, my question back to you,

    1. Are you going to make old custom field searchable too?  We had put our customer ID at both custom field and contact's email to make them searchable.  I don't want to have another searchable custom field with duplicate data.  or I don't want to spend time (or have an employee) spending time to fix these data issues that you created.  

    So, either ROLL BACK THE CHANGES or make all my custom fields searchable!

    2. You said multiple email custom field.  How about multiple address custom field?  How about multiple website custom field? How about multiple phone number custom fields?

    If you're not going to provide the same flexibility you once had, then ROLL BACK THE CHANGES!!

    3. In the past, I have many customers with ADDRESS (OTHER) which I am using to store customer's old address.  Now I have to spend time fixing these customer data so that the correct CURRENT address is being kept.  Who's is going to pay for these cost?

    So, either ROLL BACK THE CHANGES or pay for my time to fix your issue you created.

     

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  • Hi Andy, they can't just roll back the changes. We've changed a lot of records after the new release. Don't want to have to do that work all over. 

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  • Rien, it's a UI change.  The data is still all there.  If the data is gone, they wouldn't even be able to create this "TOOL" since there is nothing to migration from.  I was able to access the old data structure on my phone up until Monday morning.  

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