- Choosing between custom fields, tags, and categories
- What are tags?
- How to add a tag
- Quick filtering and updating tags
- Setting up and using categories
- How to create and use an image custom field
- The Insightly CRM Custom Fields Guide
- What are custom fields?
- Insightly's custom fields list
- How to create a custom field
- How to clone a custom field
- Deleting custom fields
- Copying custom fields from opportunities to projects
- How to create a custom calculated field
- Custom Calculated Fields examples: Time Tracking with Tasks
- Custom Calculated Field examples