[Insightly Classic] How to create a custom field group

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.

If you’ll be creating many custom fields, you may want to group them for better organization. For example, a construction company might have custom fields for projects grouped by customer status and location information.

To create custom field groups:

  1. Click the profile icon and go to the System Settings > Custom Fields page.
  2. Select the tab for the object you’ll be creating fields for (Contacts, Organizations, etc.).
  3. Click the Add Group button.
  4. Type the group name and click the Add Group button.
  5. Repeat the steps above for each group that you would like to add.
  6. Click the arrows to the left of each group to move them up or down: This is the order in which they will appear when editing or viewing a record. The edit and delete buttons on the right can be used to modify or remove a group.

Your groups are now ready for some fields!

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