Forum Discussion

MazHam's avatar
2 years ago

how to show separate types of Sales

I would like to be able to show different catagories of Sales.  ie Sponsorship, Rentals, Donations, etc. so that I can do a report or call up Contacts in each section.  I tried "ID" but that wants a different ID for each contact.  Is this possible?

1 Reply

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  • SamaraM's avatar
    Former Staff

    Hi MazHam 

    Welcome to the Community Forum. At this stage, there is not a field to be able to group customers together on the Contact Card.


    This could be a potential candidate for future development, and more customisations are planned for this product range. I recommend you put forward this as a suggestion to our developers via the Ideas Exchange.


    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.