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Light CRM

Feature Request

We are always searching for contacts, phone, and emails when interacting with clients. It would be great to have a really really really light weight CMS - even just a spot on each project to add 3 custom fields if we wanted to hack it together

We’re currently looking into options but if our ticket communication is mostly in Queue, we’d like to be able to reference a phone number when it needs to be a call

Posted by Kevin Watkins ·
Status: Completed4 comments

Comments4

  • Support Staff

    Team•

    Aug 17, 2024

    @Kevin Watkins
    Where would you like these fields to be viewable? Easy to build, but i want the UIUX to look nice, so looking for opinions :)

    • Anonymous User

      •

      Aug 19, 2024

      Hi Masud!

      I’d like to see a centralized hub somewhere in Queue that shows all the of our clients (organizations) where we could filter the list by type of subscription. It would nice to be able to click further into the organization to see any relevant information about them.

      Additionally, we would need to have point person fields to add names and contact information of our contact at the organization.