Completed

Date Format Options

I'd love to see Insightly offer date format options at the User Settings Level, in Australia (and Im sure other parts of the world) we use dd/mm/yyyy format however noticed when I imported clients (and related dates of birth) it has posted these dates all incorrectly as it tried to apply mm/dd/yyyy format to the field.

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Comments

78 comments
  • Official comment

    Hello Everyone,

    I'm happy to announce this feature is now available for use. If you are using the New Insightly Experience you can click here to learn more. 

    Enjoy everyone and feel free to provide feedback. Insightly thanks you for your patience! 

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  • Thanks for including your feedback! 

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  • Would be great if you included the international standard as well yyyy-mm-dd!

    And 24 hours clock

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  • Hi Ola,

    Thanks for commenting! Nora posted a product request for a 24 hour clock for another customer. You can see her post here if you'd like to comment and vote it up. Thanks!   

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  • Presenting dates in standard international formats is pretty important, as it can save some confusion as to whether an event occurred on 6 October or 10 June.

    It also makes using the system much quicker, as the user doesn't have to mentally convert or question each date they see.

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  • We are also wasting time trying to convert US format dates with the month first. These dates appear when we put on notes - although emails show differently as Fri Sep 4

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  • Causes isssues with integrations where our other products correctly determine our location and therefore the standard date format.... eg. in Australia... dd/mm/yy on our user input web forms (For exmaple) have to be be converted to mm/dd/yyyy to get it into insightly.

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  • Well now it's doing both!

    So that is even worse.

     

    All were exported from insightly and opened in Excel and the ones that are left aligned (i haven't changed anything) are US date format, but the ones that are right aligned are UK format... except then if you want to use it in a formula, they're actually entered in backwards. so the US dates are entered in as text but the ones that look like uk dates are formatted that way but in the formula field are actually US DATES (even though that's wrong)

     

    For example 2nd line down shows 10/04/15 which is actually April 10 2015 but in the formula bar it shows =04/10/15 !

    It's so confusing and it has no consistency at all so you have to manually enter them all again!

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  • Hi Jane!

    I'm sorry this is happening. I'm opening a Support ticket for you so we can get a copy of your export file to review. You should hear from me shortly. :)

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  • Hello, Nora.

    So, I'm heading a pretty massive CRM automation model for a start-up and we're using Office 365 and Insightly in collusion. I love how simple Insightly makes database entry and consolidation look. I am, however, a little wary of how it talks to either Excel or Access. The problem being that all our exports into Excel are exhibiting the same date error faced by Jane who's made the problem pretty clear (and I thank her for that) with her screenshot. I'd love to get in touch with you to figure this out because quite honestly, we're on the last leg of a lot of data mining and interpretation and the 'date error' is a massive stumbling block. You could either open a support ticket or e-mail me. Whatever works best.

     

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  • Hello Harsh, 

    I see that you have a support ticket already opened. We'll be getting back to you today about this. 

    Thank you!

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  • Hello insightly team,

    We're using insightly in parallel with our current crm, contemplating the move. The date format issue is a stumbling block. We're in US and need dates to display as mm/dd/yyyy versus the Sun Sep 18 2016 (as an example).

    Please advise. 

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  • Hi @Roman,

    Thanks for the additional feedback, it's great to hear the different formats our clients use for the date. Your feedback provides our product team with additional food for thought :)

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  • Hi @Lyla, Can you give me an estimate of when that feature will be added?

     

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  • Hi Roman:

    We don't have a date for the addition of this type of feature but the product team does use the community to see the need for features and feedback from users.

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  • Hoping its not going to take too long given that its rather simple to let ppl choose from a predefined set of common choices. 

    Thanks

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  • Same issue here - screwy date formatting on export.

    What was the outcome from @Jane & @Harsh's tickets please, resolution..?

    Thanks

    Scott

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  • Hi Jane, Harsh, and Scott,

    I recognized your struggle and wanted to chime in. In fact, I've seen this often enough that I created a support article to help you and others understand what Excel is doing and how to get those dates to display correctly. Thank you for the screenshot illustrating the issue, Jane!

    It will be great if we can offer date format options in a future version of Insightly to save you time, and I've added my vote to the original request. I'm certain such a feature is more complicated than it looks—because the "simple" ones always are—but you've got an advocate for it at Insightly. :)

    Happy Excelling!

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  • Hi @Scott. My simpler workaround rather than importing dates from text (albeit annoying) is to change my date preferences (I'm on a mac so I change it in system preferences... but wherever manages your date preferences, change it there) to US Date, save that, and then open the file. I still have to 'format' the cells as dates but once I do that they all look normal, work in formulas and have the correct dates.

    I then change the date formats to display as DD/MM/YY since they aren't text entries but actual dates which works for my reporting needs. Fortunately I only run reports monthly or even quarterly for some data, so it's not a massive issue for us, but I can imagine if you were managing multiple accounts/running reports weekly it would be a pain.

    We've chosen to use Insightly over Zoho and Salesforce - because it was easier to set up, the tutorials were nice and it was a smaller business doing things differently - which we wanted to support. When our renewal is up, this as well as some other small issues would make me consider changing to the giants. Good support online, but that needs to be backed up by meaningful enhancements - not just fun features that get people in the door, but useful data that keeps us here. 

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  • @Tony, @Jane,

    Thanks both for taking the time to reply, much appreciated.

    You both describe useful ways to overcome the issue so thank you.

    Prior to receiving your advice, I found another way, no better or worse, but figured I'd share alike. I used a custom single line text field and kept the date in there in the format I needed. Excel automatically converted this field to a UK date.

    @Insightly, perhaps these contributors above should receive discounted subscriptions as they're working for you to keep your Customers as Customers.

    Best regards,

    Scott

     

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  • @Jane - Thank you for sharing your workaround and feedback with us!

    @Scott - Thank you for your feedback!

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  • I'm glad that we could all find a workaround, but looking at the new advanced reporting it seems so strange - you've actually used three different ways (or at least that's how it shows in excel) to format dates (which aren't dates but text entries)? I have no idea what the reason is behind this but I strongly suggest that someone takes a look at this. I've actually never encountered anything like it. I don't need a ticket, this is more for the sake of Insightly. 

     

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  • Thanks for adding this Jane, we are looking into making these dates more consistent. 

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  • Hi Jane, 

    Great news! We've made some updates and now the Date Closed Fields will export as date only. The Date Created field will remain as Date and Time.

    Hope this helps :)

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  • I get what Jane gets - a total mess. (In Australia)

    Dates in the same column export as a mix of dates, text, text as date only, text with date and time, some time is AM other rows its PM.... awful to work with.... first time I've ever encountered this as well. crazy.

    All Custom date fields need to export as DATE only... not date and time (we cant enter / store a time - there is no time!)

     

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  • @Lyla Agree once again with Mia. The Date Created date is NOT a date format. In no application have I ever seen a T neccessary. If you were using time (which is very rare for a situation like this) it would have a different format like below, which again can be used in formulas: 

     

    But instead you have this very strange, unusable format:

     

    Thanks for creating a Date Closed with date only, however it's still glitchy as it doesn't always record the date (e.g. if you lose it, which we want to track), so we've ended up creating our own custom field which works well. I shouldn't have to but I'll probably end up creating another custom field for the creation date to save myself a lot of headache. @Mia I recommend this work around for you. 

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  • Not ideal as its a pain and it should be fixed at the source - but I think this works for Australian / UK Excel users.

    You open, copy and paste your insighlty exported data into say Columns D onwards.
    eg. a CONTACT export with a custom field for Date Of Birth that is Z1 (formatted as Custom d/mm/yyyy h:mm).

     

    Then use Col A,B,C to produce a usable version of the date.

    Cell A1: =TEXT(Insightly Date Exported Cell Z1,"DD/MM/YYYY")
    Cell B1:  =IFERROR(LEFT(A1,FIND(" ",A1)-1),A1)
    Cell C1 (FORMATTED as DATE DD/MM/YYYY): =IFERROR(DATE(RIGHT(B1,4),LEFT(B1,FIND("/",B1)-1),MID(B1,FIND("/",B1)+1,2)),"")

    Cell C1 is then a real date in DD/MM/YYYY that you can use!

    Doing my head in to have to do this every time we need to create a new Excel report/analysis... but hope that helps.

    Cheers

    Simon (Mia / same person :) )

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  • Surely this could be addressed in the User settings, so we can all input what we need for the date format.

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  • Hi,

    Located in Australia we have started using the advanced reporting in Insightly.

    Obviously as with other users the mm/dd/yyyy format our custom project fields display with in the reports is totally unacceptable.

    Please as a matter of urgency address this issue for all of the users requiring this format!

    As Jane stated above back in October:

    "We've chosen to use Insightly over Zoho and Salesforce - because it was easier to set up, the tutorials were nice and it was a smaller business doing things differently - which we wanted to support. When our renewal is up, this as well as some other small issues would make me consider changing to the giants. Good support online, but that needs to be backed up by meaningful enhancements - not just fun features that get people in the door, but useful data that keeps us here."

    It is time in initial user setup of the software the date format must be able to be set for this region.

    Our subscription expires soon and we are also looking at other competitors software.

    Regards Rod

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  • Hi rodb

    Thanks for sharing your support here, keep your feedback coming it does help us plan possible feature improvements.

    Something we've seen other users do is to create a text Custom Field instead (instead of a date Custom Field). This field doesn't have any limitations and can still be used for reports.

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