The following are some improvements Insightly should consider making:
- Allow administrators to create required fields in any category.
- Allow customization of the search results screen so you can see different parts of the record results.
- Allow administrators to designate lead assignment rules to multiple users.
- Make it possible to attach files in custom categories and records.
- Allow administrators to save custom generated html code for external forms so that future changes can be easily made without having to start all over from scratch.
- Make it possible to designate required fields on custom html forms.
- Offer more standard fields for forms and charts. For example, the average number of days to close a sale should be a standard calculated option when building a chart or running a report.
- When converting a lead to an opportunity, provide the option to choose a pipeline and stage before the record is converted.
- Allow task comments to be included in custom reports.