R+F - Add Custom Fields under Details on Team

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Alice Yeung

• December 19, 2016 23:02

Possible to allow us to add custom fields in the detail section of a contact? 

For example, I typically manage my customer's accounts and so it is helpful that I can add their login/password information and other information when needed that is not the ones listed there. 

 

Thanks!

2

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  Kim Scott

  • January 06, 2017 04:09

  Love this idea! How about adding fields to indicate whether the customer is a Consultant Managed acct? Y/N then if Y display field for username and password.

  Add the custom fields as a option, allowing the user to decide if they are to be used.

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