Completed

Ability to edit, customize, hide or remove any of the default fields in Insightly

Hi - this would be good. E.g. in our system, "Organizations" are actually "Shops" and would be nice to edit that since the sales force understands that nomenclature better.

Similarly, ability to hide unnecessary fields - such as for us, "Industry" would be good as well. 

Thanks!

 

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Comments

45 comments
  • I assume that this feature (edit, customize, hide or remove) is planned to be implemented in the new UI only. I have tried the new UI for a while and it offers great potential. But customization of how the fields are presented would really improve the usability a lot! In the new UI, attributes for links are presented in a table format, each column with the same width. You can change the column width, the "Name" and the "Link created" columns does not need much width on a wide screen. However, as soon as you go to another tab of the object and then switch back, the customization is lost, column width has to be adjusted again. This must be fixed!

    It would also be great if the column order could be rearranged in an arbitrary order or even hidden if one of the attributes is not important or not used.

    Another good customization feature would be the let the user define how many linked objects should appear for each object type. The default value is 6 in the new UI. If you have a lot of e.g. Contacts linked to an Organization, showing only 6 at a time is a severe limitation, the overview is lost. 

    Below an example of Contacts linked to an Opportunity. This is the default presentation. The column for "Contact Name" is unnecessary wide. We do not use "Link created" and would rather remove it. But we write a lot of text in the Role field. Every time we switch back to this view of the Opportunity, the width has to be adjusted. In this case we have 38 Contacts tied to the opportunity. To see them we have to scroll through 7 pages.

     

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  • +1 from me as well.

    It makes an otherwise friendly system much harder to navigate when lots of fields with no information is displayed throughout.

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  • Huge ease of use upgrade.

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  • I would like to be able to customise the fields.  I see this work is marked as 'planned'.  Insightly team, can you please add an update advising on progress?  Thanks.

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  • Yes, I would also like to see this for all record types.  It would also be nice to customize the list that are/where the defaults of the system.  I.E be able to modify the 'All Contacts' list.  It would also be nice to allow changing the order of the list that populate the list menu at the top.  That way you can put the list you like best at the top.

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  • All - you might want to look at Zoho CRM. These features and many more available at a lower cost. Further: Zoho One can tie in 35 apps on one platform. I'm considering moving all invoicing, accounting and social management to this platform.

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  • +1 we need this feature

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  • Hiding unused fields really needs to happen!  I spend too much time scrolling past empty, unused default fields.  It's really inefficient!

    Thanks!

    Scott

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  • agreed!!!! it makes our staff even less likely to adopt and use, because when reluctant staff see all these blank fields, and worse, our most important data in custom fields at the bottom of the contact record, and it feels like you're not using a great product.  Dealing with staff's feelings is super important in adoption.  it's a behavioral thing.  Please consider this important feature ASAP. 

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  • Would love basic view customization as well.  Being able to reorder where things or what things appear on the different tabs/sections of projects would be immense.  Also for links, to have multiple link categories or separate sections so when reports run, it's segregated.

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  • I agree.  We need the ability to customize default fields!  Every organization's sales, opportunity and project processes are different and your one size fits all approach simply doesn't work.  Specifically frustrated with Lead Status - can't edit, can't hide, can't delete, and it doesn't fit our process.  There have been a lot of votes for this feature.  Can you please provide an update on when this feature will be implemented?

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  • Please update this!  It is very frustrating to have a bunch of information in columns in leads and opportunities that I absolutely do not need and not have the ability to change the column widths and keep them that way.  This should be a simple coding issue.  Please let us know when you can implement this feature.

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  • Please - sustainable column widths!

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  • Sadly the link to the artcle AND video no longer work.

     

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  • Hello Norah,

    Sorry about that!

    Below you'll find the relevant links to get you going:

    Hope that helps!

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