Product Enhancements

Would like to be able to add more options to the type of client

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



1 comment
  • 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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