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Custom Fields

Hi everyone!

I was wondering if there is any possibility to clean up and remove or modify, at least, the default fields created by Insightly. This way we (account administrators) are able to not only creat our own fields and groups but also to modify the ones Insightly has got.

For that matter, I find it difficult to deal with it...

Thank you in advance,

Daniel

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  • Hello Daniel Mancebo,

    The default fields in Insightly cannot be modified. However, you can remove them from your Records page layout. This way you can only view the fields important to you and your business. 

    Let me know if you like to learn more. 

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