New custom field types including multi-select dropdown!

Precisely collect and report your data with a variety of new custom fields!

 

We’ve added five new custom field types available to all Insightly customers.

Multi-Select Dropdown - Select more than one option in a dropdown!

Date Time Field - Include date and time in a date field

Percent Field - Designate a field as a percentage

Auto-Number Field - Automatically generate a unique number as a record is created

Lookup Field - Link to another record within a custom field

Additionally, we’ve added decimal functionality to all number value fields.

 

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Comments

4 comments
  • Great news!!

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  • Thanks that will be helpful, for sure

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  • How can I change a current dropdown field to a mutli-select dropdown?

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  • Hello Dane,

    At this time Insightly does not allow for the change of a custom field type that was created. I suggest creating your new custom field and then using our Update Records via Import feature. Our FAQ article Understanding bulk updating with imports will walk you through it with some great screenshots.

    Insightly does make updates to existing records based on Record ID number. With that in mind, to update your records, we recommend:

    1. Create your new custom field first
    2. Export the records you'd like to update
    3. Edit the file to add a column that fits your new custom field
    4. Import the file and choose the "update records" option

    Then you can remove the old custom field once all your records are updated. 

    Hope that helps!

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