Name of Feature/Request: Are we able to adjust the information visible in the general contact info when adding a new organization?
What financial, time savings, or quality of life improvements will occur from this: Adding a contact title to the General section when creating a new customer | Frequency: Every time they create a new organization | One of our team members says she always has to open the new organization/contact to add details like the contact’s title. Adding this field would save time creating the organization and primary contact information
Attempted Solutions So Far: Adding the title after creating the organization
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Are we able to adjust the information visible in the general contact info when adding a new organization. One of our team members says she always has to open the new organization/contact to add details like the contact’s title. Yes you can Just go to this settings page and you can control what information is available to add on that screen. I actually don’t know if that specific field is available, but this is the page to manage it if it is. If it is not available, we can discuss adding it as a feature request.
StrivenID: 4105602