Automatically linking emails/notes to all linked Contacts, Orgs and Opportunities
Currently, when I send an email or upload a note or document, it will just link at the contact level (or whatever level I selected). When I used Salesforce, as soon as I linked a note, document, or email to a contact, it would AUTOMATICALLY flow upwards into the affiliated organization and opportunity. This saved me a lot of time and made things much more clear for the entire team. If someone wants to know what is going on with a particular opportunity, they don't have to spend a lot of time searching- everything related is automatically there. I would like to see this functionality in Insightly.