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Display only the right dropdown options with the new Field Dependencies

Dropdown fields are a popular way to categorize records. But it wasn't possible to use dropdowns to define dependent subcategories until now!

Available on Professional and Enterprise plans, here's how Field Dependencies work: 

It’s also possible to chain together as many of these dependencies as you need.

To learn more about this new feature, check out How to set up field dependencies in our Help Center.

3 comments

  • 1

    It would be nice if we could clone these instead of having to create a new one for the same information each time we convert from a Lead to Opportunity to Project.  As it stands, whatever you put in the original doesn't transfer when you convert.

  • 0

    +1

  • 0

    Hello Felicia and Tgrant,

    Thanks for the feedback!

    If you like to add your idea to this I suggest submitting your request to our Ideas & Suggestions page. 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. 

    Our Ideas & Suggestions page, which is monitored by our Product and Engineering teams.

    Thanks for your time! 

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