[Insightly Classic] How to clone a custom field

Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version.

When you set up custom fields, you may want to create the same field for different kinds of objects. Using the steps below, you can copy a custom field's configuration to a different object without having to enter all the details again.

This process doesn't copy the values from existing records to other records, it only clones the field itself. This is useful when you later want to map fields from leads or opportunities to other records.

To duplicate an existing custom field:

  1. Click the profile menu and go to the System Settings > Custom Fields page.
  2. Select the tab for the object that contains the field you'd like to duplicate.
  3. Click the Copy Custom Field icon next to the field you want to copy.
  4. Select the field group to which you would like to copy the custom field.
  5. If you'd like to use a different name for the new field, edit the name.
  6. Click Copy Custom Field.

The duplicated custom field will now appear when creating or editing a new record.

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