C ceopx New Member Sep 11, 2021 #1 For economies of scale, manually placing clients into groups is impossible. It would make sense to offer a dropdown during the client registration of what kind of client they are. Corporate, Medical, Education, Religious, etc. Upvote 0 Downvote
For economies of scale, manually placing clients into groups is impossible. It would make sense to offer a dropdown during the client registration of what kind of client they are. Corporate, Medical, Education, Religious, etc.
hadi Active Member Jul 11, 2022 #2 Hello you can create a custom user field in clientexec and collect information you need.
