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 More Flexibility With Organizations 
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Joined: Thu Dec 15, 2016 4:50 pm
Posts: 2
Post More Flexibility With Organizations
I really like all the abilities to track and log things with clients. It would be awesome to be able to do this with organizations. For instance, I am trying to pick up clients from organization A and B. I would like to keep track of when I go to organization A or B and what I did there. As I gain clients from organization A and B, I could add them and keep them in that organization. It would be easy if when creating any type of client, business name could just be organization and allow me to pick from a drop down my premade organizations.

I would also like to be able to add a column for organizations to all three of the different client types when viewing them in the clients tab. Again, if I could change business name to organizations.


Thu Dec 15, 2016 4:56 pm
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