Completed

Copy an entire entry

Suggested improvement/feature:
Add the ability to copy an entire entry (Contact, Organization, Opportunity, Lead, or Project).

This would GREATLY reduce my data entry workload, as many contacts have similar information and a little editing is much faster than recreating the entire dataset.

The same holds true for Opportunities, as I have recurring opportunities, year-on-year. It makes sense to enable this feature across the board and include Organizations (I have more than a few with multple locations, but similar info), Leads (not nearly as useful, but still relevant), and Projects (recurring projects make this a neat feature).

Obviously, notes, files, emails, and such should not copy over, but relationships wouldn't hurt. Again, a little editing saves more time than recreating all the links.

Adding a COPY feature for entries is an intuitive function. One which I was surprised to find missing from the drop-down menus. Please make this a priority for you next update. My Repetitive Stress Disorder will be grateful. Repeatedly.

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Comments

44 comments
  • Thanks for posting this markh! It looks like another user added this under  Contact cloning please vote this up to show your support for addition of this feature :)

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  • Hi Mark (and others), after a bit of playing around I found:

    LEADS do have -> Actions: Copy Details to New Lead

    So if you have all you fields and custom fields populated on a palceholder/template Lead, and the Opportunity custom fields are named exactly the same, and with the same field types and same valid values in drop downs...

    then you can:

    Copy the template Leade to a new Lead

    Convert the Lead to an Opportunity and it will copy accross all the matching fields into the new Opportunity.

    ie.... a workaround (although not ideal at all) is to set up persistent template LEADs with all your variations of field + custom fields values (corresponsing to your products for example) that are there for the purpose of copying to new Leads (and if you like converting to new Opportunities with many of the fields populated).
    Note: When you convert the Lead to an Opportunity, unfortunately you do get a duplicate Contact created..... even if the Lead has all the same values for First Name, Last Name, email etc.

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  • I need this feature as well. Wasting a lot of time entering data in a contact with many of the same details.

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  • Hi everyone. Thanks so much for your comments and votes. I talked to Product about this request and good news. They said they will consider it! Please continue providing your feedback. We'll update this post again should this earn a spot on the roadmap. Thanks!

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  • Desperately need the ability to Copy PROJECTS, Tasks Lists, Opportunities, but especially PROJECTS. Or at least create TEMPLATES with similar features, files, etc.  Project management, by nature, is supposed to SAVE me time, not take twice as much time trying to organize it.  And right now... it takes too much time.  Please don't send me back to PODIO or Zoho.  I really love all that Insightly is doing, especially as a CRM.  But as a Project Management tool that, right now, cost me more per user and space than either of my other opportunities, I really need a reason to stay.  As it is right now, it looks like Insightly may manage my CRM and another site will get my Project management (and money) until you can make my Project Management EASIER, not harder and more time consuming.

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  • Yeah even after the first day playing with Insightly, I can't believe you can't copy a Project or make a Project template. Lots of projects are the same month after month, with the same task lists. Or in our case there are specific steps to onboard a new client and get their project done. And they're always fairly similar.

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  • Yes, this is a must-add feature. Right now, a Project can have a pipeline, which is a pre-built template. Good, but pipeline stages can't have dates attached. Or a project can have milestones, which have dates attached, but can't be set up as a template. We need to be able to combine these two concepts and have templates for pre-built sets of milestones and tasks. I frequently have projects with the same set of milestones, each due a certain number of days before completion. Give me the ability to just plug in that template and you will have a labor-saving device that actually saves labor. In its current form, Insightly really isn't saving labor as a project manager, so I don't always use it. 

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  • @David- Thanks for your feedback this was really helpful on what areas we need to work on.

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  • In our old database we had married contacts in one entry.  That isn't really feasible anymore with everyone having their own emails and cellphone numbers, not to mention social networking.  So a major project we're doing is to go through and split contacts into to people.  It would help ENORMOUSLY if we could duplicate the contact and just edit to pare down to what needs to stay with each spouse.  This is the first CRM I've ever used that didn't allow me to copy a contact, so it never occurred to me that this would be as hard as it is.  Please add this feature.

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  • @Wendy- Under Actions of an existing Contact you can select to Clone a Contact. You can also create Relationships between records under System Settings.

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  • Specifically, I'd love to see the option to copy projects - and it would be great if notes / tasks / milestones etc did copy over. Or even better if there was the option to choose which parts of the project you want to copy. 

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  • Copy a custom filter (and be able to edit it before save.... please.

    Straight: Custom Filter-->Edit icon/button,  would be better - but this would do.

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  • The Copy Lead Details seems to copy everything to a new entry EXCEPT the tag info....?  I do a lot of data manipulation with the tag feature - can the copy tag feature be added?

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  • Thanks for the additional feature suggestion @mike.kraus!

     

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  • Now we have "clone a contact" My vote would be for "clone an opportunity" next. 

    Thanks Tim

     

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  • "Copy an entire entry" would solve so many other issues!

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  • Thanks for all your feedback - we're planning to add the ability to clone organizations, opportunities and projects - similar to how you can currently clone individual contacts, leads and tasks.

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  • Thanks Anthony.

    Can someone please tell me:- How do I clone a Task?

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  • Hi Stefan:

    The option to Copy Details to a New Task is available under the Actions menu of your Task record :)

     

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  • Magic!

    Is this a new feature? OR..

    How long have I been doing it the long way around!

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  • Hi Stefan, Remember, it's not about the destination...it's about the journey ;)

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  • Great news @Anthony on the project cloning! Any ideas about when that might be implemented? 

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  • Hi Stephanie:

    No specific dates are available but once it's out we will be sure to let you know :) We're so glad you are all enjoying the new features!

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  • I want to add my voice to this thread in support of adding this feature- I really don't think this CRM will work for our business without a copy or duplicate project feature based on the linear nature of our process and the way we store project specific (as opposed to contact or opportunity specific) information.

    Right now, I am having to keep a separate document on our server that employees will copy and paste into the notes section and fill out manually... what a monumental pain in the you-know-what!    Alternatively, having more ability to customize the fields in Projects would help a lot- or maybe I'm just not understanding how to do that? I need about 20 fields to make this work for our production-based business model.  Please, please, please add this feature!  I want Insightly to work for us and without a template feature or copy feature I don't see how to do so without adding work to our staff.

    I saw that Anthony is planning to add it- hooray! Any word yet on when this feature is coming?

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  • Hi Rebecca -- No date yet but we appreciate you taking the time to your helpful feedback. Thanks!

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  • This is a definite need for opportunities!

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  • Any news on when opportunities may be able to be copied/cloned?

    We've recently started using insightly and the each sales team will have to re-do about 40 opportunities each, each month - and they hate paperwork at the best of times!

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  • Hi Kristiina!

    We don't have a date yet, but we'll be sure to keep the community posted on any news we hear. :)

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  • Insightly Team,

    We have many opportunities / projects that repeat and the only thing different would be the date. Otherwise, all information would be the same. It would be really really helpful to have the information duplicate or copy over. We had this function in our previous CRM program. Thanks for working on this!

    Please advise when you know of a completion date. 

    Kind Regards,

    Steve

     

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