Movable and Customizable "Tiles" on contacts page
Movable and Customizable "Tiles" on contacts page.
In my case, we'd like to add "soft" profile notes such as "Client retired in 2019, likes to play golf, has a cabin in Flagstaff, daughter is a doctor in NYC, is an Arizona Cardinals fan" etc.
Currently, we are putting it in "Important Information" but would like the "Important Information pinned directly under the Basic Info of the client.
Wynn shared this idea