How to Create a Custom Field

You can set up custom fields to hold unique information that you'll need to record in your CRM. After creating a field, you'll add it to a Page Layout, where you can create sections to group your fields.

Each Insightly subscription plan limits the number of custom fields you can create per object.

  • Free
    • 2 custom fields per object
  • Plus
    • 50 custom fields per object
  • Professional
    • 100 custom fields per object
  • Enterprise
    • 200 custom fields per object

To set up a custom field

  1. Go to System Settings > Objects and Fields.
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  2. Select the object you’ll be creating fields for. You can create fields for Contacts, Organizations, Opportunities, Leads, Projects, Tasks, Events, Products, Price Books Entries, Quotes, and Custom Objects. 
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    Tip

    If the field you're creating already exists for a different object, you can select that object and duplicate the field.

  3. Select Object Fields from the Object Management menu.
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  4. Click New Field.
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  5. Choose a field type and click Next.
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  6. Complete the required fields:
    • Field Label – Enter the name for your new field. For example, we are going to create a new field under Contacts called “Billing ID.” (You won't be able to use the same field name twice.)
    • Field Name - The name will automatically fill after you've added your Field Label, but you can alter it if needed. Note: Field Names are followed by __c (two low dashes, then c).

  7. When creating a numerical field, enabling the Apply Formatting checkbox will allow for commas to display in numerical values when applicable. 
  8. Click Save Custom Field.
  9. Add the new field to a Page Layout.

In-App Guide

System Administrators can utilize this step-by-step walkthrough on how to create a custom field - follow this link to log into Insightly CRM to get started.

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