Adding Custom Fields
I have added custom fields before with no issue however, when I click on system settings, there is no option to click custom fields in my menu on the left and I have Admin rights. Where did that go?
I have added custom fields before with no issue however, when I click on system settings, there is no option to click custom fields in my menu on the left and I have Admin rights. Where did that go?
Comments
Hello Nancy,
We recently made an update to Insightly and custom fields are now named "Object and Fields" in your System Settings. This article does a great job of explaining the process step by step: How to create a custom field
Hope that helps and I apologize for the confusion!
Post is closed for comments.