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View your records your way with new Page Layouts 📃

Insightly admins can now use the new drag-and-drop interface to design one or more* custom Layouts for each object. Layouts affect the appearance of records when users viewed, created, or edited. This feature is extremely valuable for data security, data accuracy, and end user experience.

Functionality includes:

  • Add/Remove fields from Highlights bar
  • Reorder fields
  • Hide or remove non--required fields from view
  • Create, rename, reorder, & hide sections of custom fields
  • Make any non-required field read-only
  • Make any field required


To learn even more and get a full breakdown, check out our help article on Page Layouts.

2 comments

  • 0

    Hi, is there any way to move linked contacts onto the front page? I'd really prefer to see the links in the header if I could!

     

    Also, there are some things that seem to be required, like responsible owner, that we really don't need or want in the header. Any way to get that out of there?

     

    We'd love to make the fields be wider: I put emails in the field header for projects (a custom project field for us, trying to show who is linked) and the field truncates it after too few characters.

     

    The last thing to consider is that sheer amount of white space. I'd love to double up columns in many situations. You've filled the space on the right with annoying and ugly date and weather apps that I'd REALLY love to have die in a fire. Please, let me put my actual DATA in that space. You're taking up really valuable screen space in my world with crappy useless ugly things. No no no.

  • 1

    Hello Wendy,

    Thanks for your questions and comments!

    I'll proceed to answer your questions below:

    • Hi, is there any way to move linked contacts onto the front page? This is currently not available in the recent update to Insightly. 
    • Also, there are some things that seem to be required, like responsible owner, that we really don't need or want in the header. Any way to get that out of there? The header currently will have to display "Responsible Owner." As Insightly moves forward we will continue to provide updates.

    May I suggest if you have the time to post some of your ideas on our Ideas & Suggestions page that would be great. Your fellow Insightly users can vote and comment on the idea, too. In general, the more activity a request receives, the more likely it is to be considered for implementation in future updates to Insightly.

    Thanks for your time and understanding! 

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