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  • Adding fields

    I really want to be able to use the CRM as my go to, however it doesn't quite work for what I need. There are a couple feature requests I've put in, but I have one question. is there a way to add a field to the form?

  • #2
    Hi Fred ,

    We appreciate the opportunity to address your query. May you please verify on what field you were referring to? Could you please give us more thoughts about it?

    Thank you and looking forward to your response.
    Amy
    ITarian Technical Support

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    • #3
      I'm following the "Referral of a Lifetime" model, and need to have a column where I can label my clients. I need to be able to just label them as an A, B, C, or D client.

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      • #4
        Hi Fred,

        We have created a support ticket for you so we can gather more information about this request. We look forward to your reply.
        Good day!
        Gabriel
        ITarian Technical Support

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