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Custom field against Introducer contact record

Feature RequestContacts (Clients / Prospects / Employees / Introducers)

I would like to be able add custom fields against Introducer records such as Introducer Firm. As we often have relationships with multiple individuals at a single firm, it would be useful to be able to identify all contacts which work at the same firm.

Posted by alexstephens ·
Status: Accepting Feedback2 comments

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Comments2

  • Jason Sanchez

    •

    Oct 9, 2025

    It would be a great benefit to be able to add the introducer firm AND the introducing person when creating introducer records. As mentioned above w deal with firms that have multiple people introducing business to us which we need to record accurately.

  • Dave Lewis

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    Aug 1, 2025

    We would also like to have a Custom field section for Introducers please. Thank you.