Would it be possible to set the 'Can Be Marketed to?' to default to No rather than Yes for all new clients that are added to Plannr.
Please authenticate to join the conversation.
Accepting Feedback
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Almost 2 years ago

Liam Jones
Get notified by email when there are changes.
Accepting Feedback
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Almost 2 years ago

Liam Jones
Get notified by email when there are changes.