Announcement

Collapse
No announcement yet.

add fields to secondary contacts --

Collapse
X
 
  • Filter
  • Time
Clear All
new posts

    add fields to secondary contacts --

    how do we add user defined fields to secondary contacts?

    //ray

    Re: add fields to secondary contacts --

    Unlike with Accounts, Tickets, Assets, Contracts, Sales Opportunities, etc. to where you can add new custom fields and tabs, the set of fields for secondary contacts is currently fixed.

    Comment


      Re: add fields to secondary contacts --

      hmmm... if there is any chance that we are going to be able to use CommitCRM as our primary central repository for contacts (in place of outlook) then this needs to be greatly improved.

      //ray

      Comment


        Re: add fields to secondary contacts --

        on this, we need to be able to add "multi-selection" fields... in specific, we need to replicate the usefulness of categories in outlook... being able to mark the secondary contacts that should recieve notices, or who is authorized to make requests for account changes, or who gets marketing vs. informational mailings (etc.) is critical to something called "CRM"...

        Comment

        Working...
        X