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Status Proposed
Categories Suggestion
Created by Guest
Created on Jun 15, 2022

Ability to add and edit fields in the Group & Individual Detail Page

It would be very beneficial to add fields in the group and individual detail tab. If we want to add a field it goes to the custom fields area but the top of the page would be most important for all agents to see. Adding additional sections for Client info to be labeled as different departments within our company. ( The custom fields are becomes cluttered with other fields)

For example:

Client info: <Department>

Type: Prospect Status: In Progress


Client info: <Department>

Type: Client Status : Active


Adding another client info field for department will help to keep each department organized. A client may have a product with one department but may be a prospect to another department.



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