When creating a New Client via the Clients area, we obviously have access to complete all fields relating to the client, including all custom fields.
When creating a New Client via the New Lead/Quote/Project areas, we have a modal pop-up that allows only completion of the standard Workguru fields, omitting custom fields and some other native fields.
Our request is that when adding a New Client via New Lead/Quote/Project etc, that we have access to complete all fields, same as when we add via the Client Module.
This will increase data integrity and reduce instances of forgotten client data updates.
When creating a New Client via the Clients area, we obviously have access to complete all fields relating to the client, including all custom fields.
When creating a New Client via the New Lead/Quote/Project areas, we have a modal pop-up that allows only completion of the standard Workguru fields, omitting custom fields and some other native fields.
Our request is that when adding a New Client via New Lead/Quote/Project etc, that we have access to complete all fields, same as when we add via the Client Module.
This will increase data integrity and reduce instances of forgotten client data updates.
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