Under the clients status type, it would be handy to be able to add a personalised note or description.
For example:
Client Status: Financial Planning
Note/Description: Active Clients
Client Status: Archive
Note/Description: Ex Clients after 30 day period
Client Status: Inactive
Note/Description: Clients who do not recieve an annual meeting but require adhoc support
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Accepting Feedback
Feature Request
Custom Fields
About 1 year ago

Hollie Simpson
Get notified by email when there are changes.
Accepting Feedback
Feature Request
Custom Fields
About 1 year ago

Hollie Simpson
Get notified by email when there are changes.