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:
- Go to System Settings > Objects and Fields.
- Select Opportunity Product or Quote Product. For this example, we'll select the Opportunity Product. The Quote Product follows the same steps.
- Click Page Layouts.
- Select Opportunity Line Item Layout.
- Click Edit Multi-Line Layout.
- To add a field, select a field from the Available Columns section and click the right arrow.
- To remove a field, select a field from the Selected Fields section and click the left arrow.
- To change the order of the Selected Fields, select a field and use the up and down arrows.
- Click Save Fields.
- Click Save Layout.