StudioCloud Community Forums

Orgs Tab in Client record
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Author:  PhilFlowers [ Wed Jan 10, 2018 12:37 am ]
Post subject:  Orgs Tab in Client record

1: can it be displayed in alphabetical order and 2: when an Org is select for a client/Prospect/Lead can it have an edit button to see the record for that organisation where a lot of detail can be saved and used in client Custom fields via copy/Paste

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