You might have previously added custom fields to your Upsales companies, contacts, orders, or appointments. These fields were not present in Insights as standard.
Updates to Name and Company name fields
However, there have been two big updates to fields:
- Name fields are now automatically split between First Name and Last Name
- Company name fields now include financial performance and corporate information
- There are also new fields for social media channels
What this means for your data
- Forms currently using the old Name field
Future submissions will automatically be split into First Name and Last Name.
- New forms you create
Any new forms you create will give you the option to request First Name and/or Last Name. There’s also a new Salutation field you can use.
Other custom fields
These won't be affected.