Answered

cannot search on record id (opportunities)

Since a couple of days we are unable to search on record-id for opportunities. please fix!

Regards Bart 

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Comments

27 comments
  • Hi Bart, thanks for sharing this with us. Can you share if you are in the New Insightly Experience?

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  • Hi Lyla,

    I can confirm we are not. The weird thing is that some records are searchable and some are not. 

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  • We're looking into this and will keep you updated through this post Bart!

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  • Ok, thanks. do you need any additional info like our account? 

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  • Not right now but if we do I will reach out to you through here. We appreciate your patience :)

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  • OK thanks, as for now, the problem remains unchanged. I will check for an update tomorrow. 

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  • Because you created this thread, you are automatically following. This means you'll get an email notification when a comment is made. We have the thread tagged to let you know once we have more information so you won't miss anything!

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  • Hi,

    We are having the same problem. You cannot search for an opportunity or project number. Before, just typing the id in the search box would bring it up. Now nothing.

     

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  • Hi jbutler:

    We're keeping an eye on this thread and will keep you posted when we hear more from Product team. Thank you all for your continued patience.

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  • Jbutler, we have the following work-around: search on opportunity-ID in the search-box and hit enter. Than choose 'emails'. It will show the emails connected to this opportunity and the linked opportunity when you click on the respective mail. This work-around does not work if there are no mails connected to the opportunity. Hopefully Lyla and the product team can fix this one quick :)

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  • Hello Lyla,

     

    It's now 10 days after my original request. Did you hear about any solution yet? If not, I would like to make this issue a bigger priority. Is it possible if we switch over to the new insightly, the problem is not applicable?

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  • Hello Lyla,

    I second De Boekdrukker - this is really inconvenient. For us, it is making our daily life very frustrating for at least three people. There is no work around for us, and it seems like nobody is really taking this seriously.

    10 days and no news is not good.

    Please update us. If your tech team don't care, then at least tell us so we can decide if we still want to be around.

    Thanks

    Jon

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  • Hi JButler, 

    We as well have 3 people impacted by this. 

    Now I understand the work around is not working for you guys. We always put the opportunity-id in the email subject. This way we can track the communication faster for the clients. If you don't put the nr there, my tip is of course of no use.

    However, we did find out that it saves a lot of time to search on name or other details in the search-field inside the 'opportunity' section. Click on the Opportunity-icon (bullseye) on the left side and use the inline search field. 

    Bart 

     

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  • Our apologies for the inconvenience that this may be causing you, our engineering team is aware of this and we have this thread tagged to keep you updated. 

    Thank you for sharing your workaround with us De Boekdrukker!

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  • Some record ID are searchable some are not. It happens to me too.

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  • This is affected me too

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  • Over 2 weeks now. How can you break something that works and it take so long to fix?

    Not Good. Nobody even cares enough at Insightly to tell us what is happening, or even to say they are doing nothing. How frustrating!

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  • Lyla, can you please answer my previous question: does changing to the 'new' insightly fix this problem? I was planning to change 1 January because my team doesn't like so many changes in one year for computer systems. But I can switch it sooner if you can let me know it will make a difference..or not.

     

    thanks

    Bart 

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  • Hi Bart,

    I have tried the new Insightly. The search still doesn't work.

    Regards

    Jon

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  • Thanks Jon,

     

    Lyla, do you have any means to escalate this to your manager? Thanks

    Bart

     

    ps: I have another issue outstanding with your support (170037), my account 229311. This has not been solved yet. Thanks. 

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  • Hi Lyla,

    We would like to escalate this too. It has been 24 days and we have no commitment from Insightly yet. I have had another phone call from my sales manager this morning, for whom this is really inconvenient and frustrating.

    Remember, this is functionality that we already had and have been using for a long time and is suddenly broken.

    We are not getting updates. You should be honest with us and tell us what is happening. 

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  • No response yet? This is major bull**. I've tried to be nice and polite but this is un-American service level. What happened? 

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  • Hello Insightly. No response still? Shame.

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  • Hi all,

    The issue is still with our Dev team.  As soon as we are able to confirm that the fix has gone live, we'll let you know in this thread.  In the meantime, we ask for your continued patience and understanding.  This is a process, and we appreciate that it can be frustrating, but rest assured that we are working on getting it resolved.

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  • If we treated our customers with the disdain that Insightly does, we wouldn't need a CRM.

    If we broke a customer's system, removed a feature they relied upon, we wouldn't get away with 37 days without a proper ETA for a solution.

    This is NOT good, Insightly. We get asked by our team EVERY DAY, and you think "We'll tell you when it's fixed" is good enough?

    Again, SHAME!!

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  • Hi All,

    We just received word from our Dev team that this issue has been resolved.  Let us know if you are still having any issues, and I hope you all have a wonderful rest of your day! :)

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  • Dear Bart and Jon,

    I just recently joined the Insightly team as the new Community Manager. First, I want to apologize for the inconvenience this issue has caused you both. To piggyback on what Dan just mentioned, the good news is that our development team has pushed out a fix for this issue today.

    I admit that we have done a very poor job updating you guys and that is definitely something that we will improve on moving forward.

    As I ramp up in my role, my top priority is to enhance the overall experience of our Insightly Community and that starts with improving our communication with you -- our community members.

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