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Adding Custom Fields to Company and Contact Information

43 bytes added, 17:18, 21 November 2014
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If you are not permissioned to add these types of fields you will need to speak to your [[System Administrator|system administrator]]. You can add fields to:
* '''[[Organization|External companies]]''' – Companies.* '''[[Client Categories|Company categories]]''' – Types of companies where you need specific information.* '''[[Contacts]]''' – Individuals.
* '''[[Role Based Custom Fields|Contact Roles]]''' – Specific types of information that you may need for groups of contacts across companies.
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