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Shelah

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    26 comments  ·  Accounting API » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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    Shelah supported this idea  · 
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    Shelah commented  · 

    Any updates on this? We really need to add custom data for our clients such as their start date with us and the internal account manager assigned to them. Seems like an easy add. I know Workflowmax allows this but we can't use WFM because they don't support multi-currencies. We also need these custom fields to be searchable, such as pulling a list of customers just for one account manager.

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