How to Create Custom Fields in Insightly
- George Apostolov
How to Create Custom Fields in Insightly: step-by-step guide
Navigate to your admin controls to begin customizing your CRM.
Access 'System Settings' to configure your Insightly environment.
Open 'Objects and Fields' where you'll customize your data structure.
Select the 'Contact' object to enhance your customer data capabilities.
Access 'Object Fields' to modify what information you track about contacts.
Create a 'New Field' to capture additional contact information.
Select the field type that best matches your data requirements.
Click 'Next' and proceed to configure your custom field properties.
Enter a descriptive name for your new custom field.
Add a helpful tooltip that explains this field's purpose to users.
Finalize your first custom field to enhance contact tracking and click 'Save Custom Field'.
The custom field will now appear when creating or editing records for that object
Quick answer: To create custom fields in Insightly, navigate to admin controls, open System Settings, and select Objects and Fields. Next, choose the Contact object, open Object Fields, and create a New Field. Select the field type, click Next, enter a name and tooltip, and click Save Custom Field.
About this tutorial
Enhance your data tracking by adding custom fields to contact records within the app. This guide shows how to create Custom Fields in Insightly in 12 steps, starting with "Navigate to your admin controls to begin customizing your CRM" and finishing with "The custom field will now appear when creating or editing records for that object". The interactive demo above is a click-through copy of the real product interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to create Custom Fields in Insightly?
12 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your data or settings. Once you know the flow, repeat it in your own workspace.
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