Product Enhancements
Would like to be able to add more options to the type of client
Mary Shannon Hope
currently the only options for the type of client are prospect, client, lost client and lost prospect
we would like the option to add more types of clients, example Retirement Plan Participant
Comments
Mary, our retirement plans are entities, and the participants are contacts. We created a custom relationship type called "Retirement Plan Participant" to facilitate that.
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