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Delay on adding new organization?

I add a new organization.

I go to opportunities and "create new", type in the first box and use the search in the orgainization box. Nothing.

I go back, its there. CTRL+F5, create new opportunity... no organization... Its been 5 minutes and still nothing.

It takes a few minutes and a few CTRL+F5, but it comes up in the Linked opportunities and I can add the link there, however, not in the "Organization" under "Opportunity Name".

The reason I need this is because this shows in the summary list. Otherwise, I need to type the name of the company or person and the name in the description because I have the same task for multiple companies.

Am I doing something wrong?

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  • Hi James,

    Thanks for reaching out, sorry to hear that you are having trouble. Please know that our development team is aware of this and are looking into a resolution.

    As soon as I have an update for you I'll be sure to let you know. We appreciate your patience in the meantime.

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  • Hi James,

    Thank you for waiting while we looked into this issue.

    We've heard back from our Engineering Team and this issue has been resolved.

    Please let us know if you're still seeing it within your Insightly.

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