In the CRM contact page you can edit billing details which brings up a slide on the right-hand side of your screen.
In that slide are contact details/custom feilds etc, would we be able to get a solution that lets us pick how that is organised?
For example a global setting that said all “Primary Contact” was to be placed at the top. But with an option to override that setting at a client level if needed with an ordering system/click and drag system that was build into the “edit billing details” slide.

This would help with admin efficiencies and workflow.
Please authenticate to join the conversation.
Pre-Review: Awaiting Feedback
💡 Feature Request
15 days ago

Pest Control Specialists
Get notified by email when there are changes.
Pre-Review: Awaiting Feedback
💡 Feature Request
15 days ago

Pest Control Specialists
Get notified by email when there are changes.