How to Create Custom Fields in Insightly

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Creating custom fields in Insightly lets you tailor the CRM to fit your specific data needs. Here's a clear, step-by-step guide:

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1. Navigate to your admin controls to begin customizing your CRM.
2. Access 'System Settings' to configure your Insightly environment.
3. Open 'Objects and Fields' where you'll customize your data structure.
4. Select the 'Contact' object to enhance your customer data capabilities.
5. Access 'Object Fields' to modify what information you track about contacts.
6. Create a 'New Field' to capture additional contact information.
7. Select the field type that best matches your data requirements.
8. Click 'Next' and proceed to configure your custom field properties.
9. Enter a descriptive name for your new custom field.
10. Add a helpful tooltip that explains this field's purpose to users.
11. Finalize your first custom field to enhance contact tracking and click 'Save Custom Field'.
12. The custom field will now appear when creating or editing records for that object.