Insightly Voice and Phone Call Reporting

Currently, a call report does not surface the actual Phone Call at all. Opportunity, Organization, Note, Contact, etc. reports all surface the actual record so that you can click into it and review it on it's on page. You cannot do that with a Call report. 


There are many problems with Phone Calls right now that need to be addressed, but this one is pretty critical. Phone transcripts are a pretty big reason why we purchased this tool, and it is nearly impossible to find them without already knowing the record ID of the call.



1 comment
  • Hello Anthony,

    Alejandro here. 

    I can see how this would be of great benefit to you and other Insightly users who may have a need for this. While I can't guarantee this will be implemented in the coming months. I have sent this off to our Leadership team who have the power to push for such a feature. 

    Lastly, our Ideas & Suggestions page is monitored by our Product and Engineering teams. Your fellow Insightly users can vote and comment on the idea, too. In general, the more activity a request receives, the more likely it is to be considered for implementation.

    Thanks for your time and contribution. 

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