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Organization / Customer - additional fields?

Mukesh Bathija November 14, 2017

Hi All,

Can we add custom fields to the screen where we can add organisations/customers? Also is there an option to import customers/organizations information without manually entering one by one.

 

thanks

1 answer

0 votes
Kian Stack Mumo Systems
Community Champion
December 4, 2017

Hey Mukesh, 

The organizations/customers are actually modified when you allow customers to share their requests with others. This will allow them to add an existing organization/customer to their request. 

I don't know of anyway of uploading organizations quickly. 

Thanks, 

Kian

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