Home Page Customization

Maybe I'm simply missing something, but in the event I'm not, it would be great to be able to modify the Home screen to have widgets for info regarding things like Tasks, Projects, Leads, Follow-ups, etc.

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Comments

13 comments
  • Great Suggestion! Your request is similar to a previous suggestion which you may want to review Home Activity Feature.

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  • YES!  The never ending list of activities shoudl be replaced with a dashboard of customizable tiles where you can see tasks, events, opportunities or other useful information when you log in.  Every other CRM uses a dashboard of sorts and that list is just useless and annoying......and UGLY to look at.  Someone should look at the AgileCRM dashboard.....

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  • Insightly Support - for fear of being branded a traitor, I trial tested Wealthbox CRM a new entry into the CRM market geared toward financial advisors.  I would say that they are not as well developed as Insightly in terms of breadth of features.  However there are two things that they do well. 1) The Home Dashboard provides a 1 stop landing zone to make cross the board updates where you don't need to leave the dashboard to be effective. In contrast, Insightly requires too many clicks to drive changes sometimes - owning to the rich features.

    2) The solved for the ugliness of the dashboard by "borrowing" a Facebook type home page design.  It's clean, functional and a very smooth experience.

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  • Hi Robert-

    Great to hear you came back to us! This is great feedback.

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  • Can I vote for this multiple times?

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  • Hi Monica:

    You can only vote on each item once. Thanks for your enthusiasm :)

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  • Any updates here?  A simple dashboard is CRM 101....  Thanks!

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  • +1 A customisable dashboard is basic CRM functionality

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  • I was told that this feature would be available soon by one of your sale rep. What is the timeframe for this dashboard?

     

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  • Colour me confused Insightly 'Team'

    The initial question was "it would be great to be able to modify the Home screen to have widgets for info regarding things like Tasks, Projects, Leads, Follow-ups, etc"

    A bit like the 'Dashboard' in the creator studio on YouTube I would think.

    Your replies however are to, firstly, send us to a 'similar' question as follows - "

    I thought, it  would it be wonderful and useful if we could comment directly from the Home feed Page on any Activity related to TASKS, OPPORTUNITIES, CONTACTS and many more. 

    It would also be great to tag or address a specific comment to a specific person by @teammembername"

    Which has nothing similar at all. The first question is about the look and feel of the home page and the second is about feeding back to the team.

    Then you post links to 'vote' for similar posts and avoid the initial question.

    I'm baffled.

    Can you do it or can't you?

    Also reading your replies on multiple questions that I have read lately leaves me thinking that you really couldn't be bothered or even careless.

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  •  

    Hey ! The Dashboard feature is on our 2018 roadmap. While we can't provide when it will be delivered, I can tell you that our Product team is currently in the scoping phase and working towards finalizing the spec for this feature. 

    As far as the ability to directly comment on the dashboard/specific comment to a specific person - there are no plans to support that feature at this time. 

     

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