When you go into Customers can a line be added for a contact name??
See above as I changed the topic!!
The Name field is for the name of customer, not the name of a contact person. You can put contact names and information into the Additional Information field near the bottom of the input screen.
Yes, but the only way to see that is to go back into the edit, I would like to see the other information in the Customer screen… At the moment you can only see the business name, phone and email…
You can add custom field which can be shown as a column.
- Go to
New Custom Fieldbutton under
- Enter name of column under
Show custom field as a columnoption.