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Default View Settings

I've created custom views but when my team utilizes tags, the view reverts back to Insightly's default view, which is NOT very user-friendly. Users should be able to create a default view that Insightly uses whenever a tag is selected, etc. 

45 comments

  • 0

    Any thoughts on what you might try?

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    I have been recommended to try Podio by someone new to our company - and have been trying it out for the last 2 weeks, you need the pro package so as to get the automation add-on for it to be really useful but - so far so good - it's very flexible.

     

  • 0

    You would imagine they monitor the news boards...I can only think they don't believe it needs addressing...

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    Frank, as I said just a couple of months ago, we will be evaluating this request for the next quarterly release. There are no new updates at this point, but we will update everyone in here once we know more.

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    Dennis, I think the problem is that it is extremely hard for us to understand how this isn't a 10 minute fix.  Many of us have some coding experience and we know that something like this is not hard to do.  If you are saying that their is some sort of company policy on only releasing updates quarterly etc. I would highly suggest you alter that policy and allow easy and obvious minor fixes to be rolled out as addressed.  I think you would have a much happier user base that feels as if there concerns are being addressed.  Just my opinion.

  • 1

    Jamie, if this is a 10-minute fix, we would have implemented it a long time ago. In fact, we are currently hiring software engineers. Sounds like we could use your help! ;)

    Our major product release cycle is every quarter where we usually introduce new features in Insightly. With the last release, we started incorporating what we call Customer Love requests which covers feature requests from our customer and Community members that improve the UI and functionality of our product. We intend to do the same for the next quarterly release and currently evaluating which customer love items will make the list. We also do a weekly release, but those typically cover bug fixes and other minor updates. 

     

  • 3

    Dennis B, even if it's a 12 hour fix, this request should be a no-brainer and well worth the investment & effort...if at the very least to show good faith to their customer base (or as you so eloquently put it "Customer Love"). This isn't an over-the-top request for a bunch of fluff or other BS. This is a very simple request that affects, slows, & interferes with the workflow of all Insightly users on a DAILY basis. Insightly put a lot of work into the big update, but neglected to address the simpler functionality details like the issue here. Just this thread alone has been up for almost a year. Really?? Instead of working on "new" features, how about addressing the current "features" and dialing those in first? It's like throwing a Ferrari body on a Ford Fiesta...it looks really good, but the performance is abysmal.

  • 2

    Hi everyone,

    Dennis is trying, I assure you. That said, I've been using this workaround for some time and it works really well. The concept is simple...setup your view how you like it and then save it as a bookmark. I create a nested folder of favorite insightly views. My Chrome bookmark bar looks like this...

     

    Eric Greenspan

    Chief Clever Officer

    74Systems.com

     

    Disclaimer: While I'm not a direct employee of insightly, I am a member of their Hero program and recognized as a experienced power user. I'm also a big fan. I use insightly for all my clients and my internal business management. I extend it to do more through the API. Again, I'm a big fan. I'm also a Zapier Certified Expert.

  • 3

    Hi Eric Greenspan,

    I believe you posted this tip before as I have used it as a workaround. Thanks for the info as it's definitely a great quick shortcut. I understand that these guys have a lot on their plate, but this really is the icing on the cake after the last huge "upgrade". I really liked the prior version (been a user since the early days of Insightly), but Insightly has fumbled the football here. We pay for these types of software solutions to expedite workflows and increase productivity. This issue impedes workflow and reduces productivity. Until this issue is finally sorted, I can't really justify being a paying customer for a sub-standard performer.

  • 2

    Thanks Eric for the workaround - very useful! Thanks too to Dennis for the feedback and assurance that this is being considered. While I posted a while ago about it being mildly frustrating, it's definitely something we have learnt to live with and I wouldn't consider it absolutely essential. We had a team meeting yesterday about it being one of the best CRMs we have engaged with and I find it so helpful. Keep up the good work! 

  • 1

    Any update on this? Or when the next Quarterly update will be? This is causing major issues for our team. We are going to try the bookmarks suggestion above, but would like to know when an actual update will be happening.

  • 2

    Yes, can we -please- get an ETA?  I could understand if it was a niche feature request, but its front end/first thing we see every time we login.  Appreciate the workaround, but it doesn't sound great when I suggest it up-front in training staff on a new platform. 

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    Just wanted to add my vote on this issue. Very frustrating as a new user.

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    Funny that we've been asking for this for over a year now and Insightly has still not addressed this common complaint. Just solidifies my decision to leave and use an alternative product. I used Insightly for a long time, but no need to come back if they don't care enough to address this request. I'll spend my hard earned money somewhere else where customer service and feedback actually have an impact.

  • 0

    Hi, has there been any update on this since the last posts in Dec 2018?  We are new to insightly and would love to set the default view prior to going live across our company.

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