GoProposal Ideas Portal

Need a Customised Field added under Primary Contact Details - Client ID or Client Code, that is specific to our client on our system.

When we add a client name, surname, email and position in the company, we also want to add a Client ID for our system to identify the client to which a proposal must be tagged and also use this field to auto add it to the subject of our email templates for auto completion instead of manually adding it for each proposal.

  • Guest
  • Jul 16 2024
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  • Guest commented
    29 Jul 07:37

    Would be nice to have a few extra fields that we could customise ourselves. We would like one signify which office the quote belongs.