Eric Greenspan - Chief Clever Officer at 74systems.com
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- Total activity 566
- Last activity
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Hide Unneeded List Views
You provide an array of prebuilt list views that I suspect most of us merely learn from and then build our own as they are not customizable as built nor can we remove them. It would be great to del...
- Created
- 4 followers
- 2 comments
- 6 votes
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Export, import and duplicate all objects including pipelines, activity sets and Workflow Automation
We reuse many of the objects and workflows from client to client. If we have a single pipeline and wish to make a new instance of that pipeline but with a few changes, we have to manually create it...
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- 1 follower
- 0 comments
- 0 votes
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Support Patch for Updates via the API
I would love to be able to use Patch requests with the API. Sure would make things easier. Thanks!
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- 1 follower
- 0 comments
- 0 votes
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Bulk select overdue tasks to set new dates
If I am away from my insightly for a day or two, when I return I have to individually click every overdue task. It would be awesome to have a bulk select by group or a shift-select feature so I can...
- Created
- 2 followers
- 1 comment
- 1 vote
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Search and replace
It would be wonderful to have a search and replace feature built in so we can update content as needs change.
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- 1 follower
- 0 comments
- 4 votes
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SSO login for your Help Center (Zendesk)
It would be so nice to be able to login to the Help Center with the same credentials as my insightly account. I am able to do this with my company's Zendesk implementation. Any chance?
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- 1 follower
- 0 comments
- 0 votes
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CSS editor to hide and effect elements on page
I think we could all benefit from a little embedded editor that would allow us to add css to control elements in terms of visibility, color, size, etc. We may not need to go as deep as Zendesk HC d...
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- 1 follower
- 0 comments
- 1 vote
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Selecting tasks in groups at once
It would be wonderful to be able to select a group of tasks with a single click or highly them by selecting the top one and then the bottom one and this would allow all the rows to be selected in b...
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- 2 followers
- 1 comment
- 0 votes
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Additional features to make changes to multiple tasks
It would be fabulous if you could do more with a group of tasks, such as: 1. Reassign responsible user 2. Reassign links 3. Reassign categories
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- 3 followers
- 2 comments
- 4 votes
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Force Touch "add new task" and "search" and "show open tasks"
The iPhone Force Touch feature is useful but when it comes to an app like insightly, this is where the magic of the app comes to life. Imagine, click hold and "add new task" in milliseconds. What a...
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- 1 follower
- 0 comments
- 0 votes