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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?

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  • 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! 

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