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Customer\Organization portfolio management

Is there a way to manage a broader customer/organization portfolio within the product?
Today I see only the possibility of attaching contacts under an organization.
I am looking for a way to add more details about the organization like what products he purchased, SLA to the customer, topology of his solution, expiration date of the service contract, and so on.

2 answers

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2 votes
Answer accepted
Jack Brickey Community Leader Jun 13, 2021

That would be nice indeed. I know there’s at least one suggestion open to add this capability but it’s not there today. There are add-ons that would give you customer profiles. 

Thanks for the comment, can you share some plugin names, that can give address this topic?

Like Sasha_lishinevski likes this
0 votes
Nigel Rochford Marketplace Partner Nov 19, 2021

Check out Crumbs too - it could be a potential solution for you! 

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