Organization / Customer - additional fields?

Hi All,

Can we add custom fields to the screen where we can add organisations/customers? Also is there an option to import customers/organizations information without manually entering one by one.



1 answer

0 votes

Hey Mukesh, 

The organizations/customers are actually modified when you allow customers to share their requests with others. This will allow them to add an existing organization/customer to their request. 

I don't know of anyway of uploading organizations quickly. 



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