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?
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.
