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David Zeidman (ZDConsult.com)
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Edit the highlights bar

I am loving the new editing of layouts! But I am uncertain how to add new items to the highlights bar. I can see that it is possible to delete existing items and I can see that there are placeholders for new items e.g. field 3 and field 4 as standard on the organization but I am not able to add items to fill those spaces.

Am I missing something here?

Thanks

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    Brian Hackett

    I've been asking the same question since day one. 

    This really is one of the most important parts for me and my type of business. 

    Please respond.

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    Elena Volkova

    I have the same question.

    Also, would be great to add "related" to the highlights bar (I want to see how many contacts are related to the company on an organisation highlights bar).

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    Alejandro A

    Hello Everyone,

     

    You should have the ability to add different "Fields" to your "Highlights Bar" that are available on the left-hand side.

    Here are the steps:

    1. Go to System Settings
    2. Select Objects and Fields
    3. Select Organization 
    4. Page Layouts
    5. You'll need to remove 1 of the 4 fields first before adding another

    Keep in mind if a field is not available to add Insightly does not support adding it at this time. Below is a screenshot showing how I was able to remove two fields and add different fields:

     

    Hope that helps!

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    David Zeidman (ZDConsult.com)

    One thing that should be added to the instructions which I realised just now was that you have to drag the fields from the available fields list on the left onto the empty space on the highlights bar.

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    VALERIA ROMANO

    Thanks Alejandro

     

    alas though this is no working for me, the items on the current default highlight bar do not get deleted when I press their bin icon....

     

    Any suggestions before I switch to another CRM?

     

    thanks

    Valeria

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    Alejandro A

    Hello Valeria,

    Seeing how you have a 14 Day Free Trial Insightly Account I'll proceed to create a ticket for us. This will allow me to further troubleshoot and request further information. 

    Thanks for your patience. 

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    Colm Dolan

    Hi, thanks for your response. I've just been unable to edit the Highlights bar tab. For example, I've added some tabs but when pressing edit there is no option to edit the highlights tab field. How do I do this? Thx

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    Alejandro A

    Hello Colm,

    Can you provide a screenshot of the highlight bar you are attempting to edit and the record type? 

    Thanks for your patience. 

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