Can you please add additional contact type(s)? Not everyone is a client, prospect, employee, or introducer.
Perhaps a catch-all of 'External' would allow contact records for providers, suppliers, compliance, accountant (not an introducer) with the use of tags and/or groups to classify the external contact type.
This would be very useful means of ensuring the capture of information pertinent to the whole business.
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Rejected
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
About 2 years ago

Nick Smith
Get notified by email when there are changes.
Rejected
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
About 2 years ago

Nick Smith
Get notified by email when there are changes.