Insightly Logo
Help Center
Help Center System Status Login
  1. Help Desk
  2. Knowledge
  3. Insightly CRM
  4. Customizing Objects & Fields
  • Choosing between custom fields, tags, and categories
  • Best Practices for Custom Objects
  • Copying custom fields from opportunities to projects
  • Custom Calculated Field examples
  • Custom Calculated Fields examples: Time Tracking with Tasks
  • Deleting custom fields
  • Details page flexible column layout
  • How to add a Custom Button to a Page Layout
  • How to clone a custom field
  • How to Clone Standard and Custom Object Records
  • How to create a Custom App
  • How to create a custom calculated field
  • How to Create a Custom Field
  • How to Create a Custom Object
  • How to create Custom Buttons
  • How to create object validation rules
  • How to delete a custom app
  • How to delete a custom object
  • How to delete a Page Layout
  • How to delete Custom Buttons
  • How to edit a custom app's details
  • How to edit a custom app's objects
  • How to edit a custom app's profile assignments
  • How to edit a custom object
  • How to edit Custom Buttons
  • How to edit field level permissions
  • How to Create and Edit Page Layouts
  • How to enable Other Contacts At This Organization
  • How to import with custom objects
  • How to rename standard objects
  • How to set up a Dynamic Layout Rule
  • How to set up a field dependency
  • Insightly's custom fields list
  • Object Validation Rule Examples
  • Page Layouts: Related tab
  • Setting up and using categories
  • The Guide to Insightly's Custom Apps
  • The Guide to Insightly's Custom Objects
  • The Insightly CRM Custom Fields Guide
  • What are Custom Apps?
  • Custom Buttons Overview
  • What are Custom Fields?
  • What are Custom Objects?
  • What are Dynamic Page Layout Rules?
  • Using Object Validation Rules
  • What are Page Layouts?
  • Roll up Summary field

The Insightly CRM Custom Fields Guide

  1. Introduction
    1. What are custom fields?
    2. Choosing between custom fields, tags, and categories
    3. Custom field types
    4. Importing records with custom fields
  2. Configuration
    1. How to create a custom field group
    2. How to create a custom field
    3. Deleting custom fields and custom field groups
  3. Copying and Mapping
    1. How to clone a custom field
    2. Mapping custom field values from leads to other records
    3. Mapping custom field values from opportunities to projects
Was this article helpful?
Insightly Logo
Copyright © 2023 Insightly, Inc. Insightly Website Sitemap Terms of Service Privacy Policy
  • social_twitter
  • social_linkedin
  • Facebook
  • social_youtube