Improve Email Notifications

When sending notification emails about changed opportunities, in the email that is sent out, it would be helpful if it included additional pieces of information. For example: the opportunity value, what was updated about the opportunity, the linked organization, and the linked project.

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7 comments
  • Hi Ashley,

    I just replied to your support ticket on this topic, but wanted to extend another THANK YOU for your feedback on our e-mail notifications :)

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  • Hi, Katy,

    Has there been any headway in this area?  The notification that says "project updated" is really vague (for example, it just takes us to the "about" page) and our team is having trouble figuring out what has been changed on that page.  Is there a way we could get more information on these notifications?

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  • Hi Lholdiman:

    This hasn't made it's place on our road map at this time. How your suggestions and ideas are prioritized is explained in detail here.

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  • Lyla,

    I wonder if you can you explain what Insightly is trying to communicate by an email that says "The project name of project has been updated."?  Is Insightly taking you to the page that has been updated? or is that link just taking you to the project and you have to search for what has been changed?  I am just trying to help my team understand what to be looking for when receiving an email notification of this nature.  We are also trying to determine if we should opt out of receiving these types.  They seem to be causing more confusion to the team.  Thanks for your help.

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  • Hi Lholdiman:

    Often times something has been touched and someone following the Project would like to be notified. The changes included in these notifications are for any default fields, linking of records or attachment of a file. The link will take you to the record but the changes will not be noted, you can view the History tab for linked records or file attachments. This article goes over Notifications and Following in Insightly.

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  • The notifications have definitely improved recently, with more detail, but I'd love to see the following enhancements / granularity for notifications:

    1. addition of name of associated project / opportunity for any task updates (we use Activity sets a lot, so multiple projects have the same task name)
    2. addition of granularity of options for notifications (i.e. choose to see new comments, status change, but not when new contacts are added, or an address correction is made) 
    3. Deal separately with recurring tasks - I don't need 2 separate emails to tell me 1) a task has been completed, 2) a new task has been created when it is a recurring task
    4. Send me updates for a task that is assigned to me, or I have assigned to others, but don't send me notifications for all other tasks assigned to others in that project

    Please let us know when notifications have been updated as I've unfollowed so much recently to try to cut down the generic "record has changed" email notifications that I'm now missing some notifications, but I had to choose between "all" and "nothing" 

    Thanks

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  • This has been a big issue for me for YEARS. All I ask is that the Project be included in the email.  Below is an example email. "A task has been updated".....Ok great....uhh, which project? I have hundreds of projects and tasks in Insightly, I shouldn't have to click "view task" just to see which project my team has completed. 

    There are so many community posts about this so why can't we get it on the coveted list of "things to be changed"? It doesn't have enough "likes"? :(  It's such a simple fix and I feel if it did ever get on The List it would take the engineers all of 1 minute to change the "task updated" email template to include a project line. 

     

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