August 2016 Product Updates
Here are the product enhancements for August so far! We'll be adding to this post as more improvements are released.
Watch our New Features Summer 2016 recorded webinar to see all the new features and enhancements within Insightly that we released this Summer 2016.
1. Recycle Bin
If records are accidentally deleted, you can use the new Recycle Bin to to recover, retrieve, or undelete them. Read our How to restore or remove items from the Recycle Bin help article to find out how.
2. Next and Last Activity Dates
Keep track of records that haven't had a recent activity by using our Date of Last Activity and Date of Next Activity to create custom filters or custom reports. Our help article, What are the Next Activity and Last Activity Dates? explains these two new fields.
3. Automatically Shift Tasks & Events When a Project’s Milestone date is changed.
Now, if the date of a milestone changes then Insightly will also change all subsequent tasks, events and milestones based on the amount of days between the task/event and the milestone date. Learn more with our help article, Editing a Milestone.
4. SOC 2 Compliance
Insightly is now service organization controls 2 (SOC2) compliant, further ensuring security and privacy for customer data.
5. Xero Integration
We’ve also improved our Xero Integration so that it now supports multi-line invoices. You no longer need to generate multiple invoices just to send one bill with multiple lines.
6. Additional Fields in Advanced Reporting
Add First Linked Contact Name
- Add First Linked Organization Name
Added ‘Lead Source’
Added ‘State’ field for current Lead State
Contact Activity Report
Add Primary Linked ‘Organization Name’
Add ‘Date Completed’ for tasks
Add ‘Date Reminder’ for tasks
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