Date new customer field
Every CRM I've ever looked at has this. And the really lame Start Due date thing that takes up tons of real estate and was obviously something custom for a customer more important than us is not the answer. Fact is, I would think a new customer should be date stamped when first entered and that data show up.
Mark Craney
shared this idea
We’ve had this from day 1. If you go to any contact and look at the bottom of the Workflow column in the Contact info section at the top, you’ll see who created the contact, on what day, and at what time.
You can also use the Date Created, column, filter, and sorting in Reports, or you could sort by Date Created on boards.
If you have further questions, please contact support@jobnimbus.com or call 855-964-6287 and they’ll be able to guide you through how to maximize this field.