We’ve just shipped a new version of Insightly with some great improvements to custom fields.
New Custom Field Types
To start we’ve added four new custom field types you can choose from when creating new custom fields:
- A checkbox field type
- A number field type
- A URL / Hyperlink field type
- A Multi-line text field.
New setting options for each custom field
We also added a couple of additional settings for each custom field.
When you create a new custom field you can choose to make it invisible in the user interface. This is useful for custom fields that represent lookup values to other systems for reference, but are of no interest to your users. You may want to hide those values from showing in the Insightly user interface on web and mobile to reduce clutter if those fields have no meaning to your users.
The second option we have added is the ability to make custom fields read only in the Insightly user interface on web and mobile. If you add records to Insightly with custom fields via our API, and you don’t want some of those custom field values changed by your users because they are important and should not be altered, you can set this flag and these fields will only be updatable via the API.
Default Values for All Custom Field Types
You can now set a default values for all custom fields you create including text fields, number fields, checkbox fields, date fields, and dropdown option fields. Adding a default value to a field that already exists will not populate existing records with that field.
New Custom Field Grouping Functionality
For those customers that have a lot of custom fields, we now allow for you to place those custom fields into groups to make organization of them easier on the screen. You can drag custom fields between groups and change the order of fields within a group, and you can also change the ordering of the groups themselves on the page. This allows for a lot of flexibility in designing the layouts of your detail pages for individual contacts, organizations, opportunities, projects, and leads.
