Bill

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    3 comments  ·  CRM » Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
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    Bill commented  · 

    When you first click "Contacts" the following columns are available: NAME, STATUS, CATEGORY, SOURCE, TYPE, SERVICING ADVISOR, and WRITING ADVISOR.

    You need to add more columns to be able to select from such as TAX ID, CLIENT SINCE, STATE, MARITAL STATUS, NET WORTH, etc. We need way more flexibility to work with the data on that screen.

    Bill supported this idea  · 

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