Adding fields

[Fred MSP Hero Find all posts View Profile Close Fred]

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?

[AmyHD ITarian Help Desk Find all posts View Profile Close AmyHD]

Hi

Fred

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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.

[Fred MSP Hero Find all posts View Profile Close Fred]

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.

[GabrielHD ITarian Help Desk Find all posts View Profile Close GabrielHD]

Hi

Fred

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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!