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Selecting all subsidiary organisations

Is there a way to select all the subsidiaries of a company.  I can see all the organization beneth but no way to select them (to add tags or other infos to all of them).

Am I missing something?

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  • Hi Stéphane,

    Currently, Insightly does not have the feature you are looking for nor are we able to filter for relationship types so we can bulk edit them that way. You will want to select each record manually from the parent record and edit them individually.

    I did post a request in the Product Feedback & Request page for your concern. I feel this feature would be of great value to you and other Insightly users.

    In order to help make this feature a reality, please go to our post and click the up arrow next to the title:

    http://support.insight.ly/hc/en-us/community/posts/204637288-Bulk-Edit-Filter-Relationships

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  • Has there been any update to querying subsidiaries?  I need to select all contacts that belong to a subsidiary that is a subsidiary of a certain organization?  

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  • Hello Ujj,

    No update on that as of this moment. 

    If you like to see a specific feature included within Insightly in a future update I suggest you post your request to our Ideas & Suggestions page, which is monitored by our Product and Engineering teams. Your fellow Insightly users can vote and comment on the idea, too. In general, the more activity a request receives, the more likely it is to be considered for implementation.

    Thanks for the understanding!

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