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CRM (Advanced): Custom Fields

CRM (Advanced): Custom Fields
8 Min

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. For example,
Address, City and Type account custom fields or Birthday and Best Time to Call contact custom fields would allow you to also include those details.

 

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Document

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. For example,
Address, City and Type account custom fields or Birthday and Best Time to Call contact custom fields would allow you to also include those details.