How to Create Custom Fields in Insightly

Quick summary

Custom fields in Insightly CRM let you capture business-specific contact data beyond the default schema. Admins can add fields through System Settings under Objects and Fields without any coding required.

Steps

1. Navigate to admin controls to begin customizing your CRM.
2. Open System Settings to configure your Insightly environment.
3. Select Objects and Fields to access your data structure settings.
4. Choose the Contact object to enhance your customer data capabilities.
5. Click Object Fields to manage what information you track about contacts.
6. Click New Field to begin creating an additional contact data field.
7. Select the field type that best matches your data requirements.
8. Click Next to proceed and configure your custom field properties.
9. Enter a descriptive field name for your new custom field.
10. Add a tooltip that explains the field's purpose to users.
11. Click Save Custom Field to finalize and save your new field.
12. Confirm the custom field now appears when creating or editing Contact records.