Enhancement request to add a customer type💡Feature RequestSep 18, 2024Enhancement request is to add a customer type “Broker”. The reason this is helpful is this allows us to search by a specific type of customer that applies to us. Posted by Mary Gonsalves-Veliz · Sep 18, 2024Status: Completed1 comment1
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Jose
Nov 12, 2024
This can be done by creating a new contact type or company type: https://help.expirationreminder.com/contact-types