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Micah Valentine

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  1. Custom Fields based on Workflow Type (Contact, Job, WO)

    147 votes

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    45 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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    Micah Valentine commented  · 

    When we originally input the customer contact information we would like to be able to customize those fields because we want different information than the default information.

    What is the reasoning in being able to customize the columns of information displayed on each contact? ANSWER: Because that's the information we feel is applicable to our customer.

    Why not be able to input the information we want straight away?

    At this moment we have to input the default information then go to customer's contact and update what we just inputed.

    Can we make this a one step process please?

    Micah Valentine supported this idea  · 

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