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Customizable Contact/Organization Views

When I look at the Contacts or Organizations tabs, there is a very defined set of values that are listed, and this cannot be changed or customized in anyway.  Turns out I don't really care about the Org's address, but I do care about some of the Custom fields we have entered for them, and I want to be able to see those on the fly without making a huge number of tags.  Almost to the flexibility of a spreadsheet.

When evaluating CRMs, we looked at Nutshell which did have the feature, and it almost made us pick them over Insightly.

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Comments

39 comments
  • Contacted Support and happy to see this request here. Indeed, we really need to see the custom list view. Will be a key one for us to decide whether we will pick up Insightly or not. 

    If there is an ETA, that'd be great!

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  • Concur.  Would like an ETA.  

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  • Agreed; we need to be able to structure an organisation when there is like 30+ contacts, for us it is schools but they can break down into departments or even other campus.

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  • Is there any update on this feature, seems stale. Please update ASAP!

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  • A similar kvetch which I sent to support:

    How can I view the Organization name (and other links) within the list view of Opportunities? The Opportunities are already linked to the orgs and contacts within Insightly, and I have several clients who name their projects the same way (i.e. "Company Brochure"). Viewing the list, I don't know what I'm looking at until I open it.

    The only workaround I can think of is to name each Opportunity starting with the Organization name - wonky, and not befitting Insightly's coolness.

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  • hello, I have looked over all the tutorials as I thought I had missed something, as I couldn't work out how to get the info to display, and I was directed to this thread... its now been 22 months, any updates please? it would be really helpful

    many thanks Mette

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  • Considering an Insightly employee said this - "we will be looking at revamping our UI to bring you ways to customize how you want to see your list view" - nearly 2 YEARS AGO, it's very clear they have no intention of implementing this.

    What a waste....

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  • VERY ENTHUSIASTIC +1...I can't fathom why this would not have been implemented years ago! This is a very basic feature that is standard in most CRM systems that I've used in the past. It's something like this that makes the software useful vs. a barrier for getting my job done. I will have no choice but to plan on abandoning Insightly at the end of my term because of the simple lack of this little feature. A damn shame.

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  • Would love this.  To be able to hide variables would be great as well.  If you did hide variables, I would love to have you also add a 'show all' button so we could see and edit hidden variables.  This would also be a great way to still have variables that you only use in a blue moon.

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