I am new to Insightly and trying to set up a business. Why cant i see “Add new custom field” in System Settings?
Under System Settings find the option titled “Custom Fields” on the left-hand side. Clicking on that, you’ll see a menu to add custom fields to “Contacts,” “Organizations,” “Opportunities,” and “Projects.”
Choose the type of record you want, then click “Add Field” on the top right.
For a walkthrough with photos, check out our guide to setting up Insightly: adding custom fields.
Also a quick note: If you can’t find “System Settings” then you probably aren’t signed into an admin account. Use the first account created when you initially signed up for Insightly.
Hope this helps,
You must be logged in to reply to this topic.
315 Madison Avenue, 24th Floor
New York, NY 10017
Disclaimer: We spend hours researching and writing our articles and strive to provide accurate, up-to-date content. However, our research is meant to aid your own, and we are not acting as licensed professionals. We recommend that you consult with your own lawyer, accountant, or other licensed professional for relevant business decisions. Click here to see our full disclaimer.
Product or company names, logos, and trademarks referred to on this site belong to their respective owners.