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.
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Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Almost 2 years ago

alexstephens
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Accepting Feedback
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Almost 2 years ago

alexstephens
Get notified by email when there are changes.