How to customize Opportunity Line Item and Quote Line Item Multi-Line Layouts

Insightly admins can alter the fields and the order they appear in for Opportunity Line Items and Quote Line Items through the page layout feature.

To customize:

  1. Go to System Settings > Objects and Fields.
    Layout1.png
  2. Select Opportunity Line Item or Quote Line Item. For this example, we'll select the Opportunity Line Item. The Quote Line Item follows the same steps.
    Layout2.png
  3. Click Page Layouts.Layout3.png
  4. Select Opportunity Line Item Layout.Layout4.png
  5. Click Edit Multi-Line Layout.Layout5.png
  6. To add a field, select a field from the Available Columns section and click the right arrow.Layout6.png
  7. To remove a field, select a field from the Selected Fields section and click the left arrow.Layout7.png
  8. To change the order of the Selected Fields, select a field and use the up and down arrows.Layout8.png
  9. Click Save Fields.Layout9.png
  10. Click Save Layout.Layout10.png
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