Custom Contact Type

I’m not sure if this is something you can help with, but I wanted to share a thought. Under Contacts, we currently only have three types: Vendor, Client, and Subcontractor. It would be really helpful if this could be expanded or made editable. For example, I have a contact, David Hardacre, who’s a referral source, but I also want to categorize him as a public adjuster. It seems like the Contact Type field could work more like the Referral Source field, where we can add custom options. Just my two cents. Thanks for considering it.

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Upvoters
Status

Completed

Board

💡 Feature Requests

Date

20 days ago

Author

Bob Sandler

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