TaxDome provides a whole set of custom fields, but you may want to create some of your own too. Custom fields allow you to add details about your accounts and contacts. Some examples of custom fields for accounts would include Address, City and Type; examples of custom fields for contacts could include Birthday and Best Time to Call.
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CRM (Advanced): Custom Fields
TaxDome provides a whole set of custom fields, but you may want to create some of your own too. Custom fields allow you to add details about your accounts and contacts. Some examples of custom fields for accounts would include Address, City and Type; examples of custom fields for contacts could include Birthday and Best Time to Call.
