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  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 Guide to Insightly's Custom Objects

  1. Introduction
    1. What are custom objects?
  2. Create Custom Objects
    1. How to create a custom object
    2. How to use the related tab on a custom object
  3. Edit Custom Objects
    1. How to edit a custom object
  4. Delete Custom Objects
    1. How to delete a custom object
  5. Import Custom Objects
    1. How to import with custom objects
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