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42 results found

  1. DOB field missing

    Surely this should be standard for individuals as opposed to having to create a custom field?

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    4 comments  ·  Admin →
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    completed  ·  AdminCentreCRM (CEO / Founder, CentreCRM) responded

    Hi Kevin,

    We have added a separate DoB field to contacts. I think that if you want a DoB field for Clients, then this should be added as custom field, as it would only apply to Individuals and not all Client Types.

  2. Show filters by default

    The ability to have filters switched on by default - perhaps as a toggle feature within Settings > Company Settings.

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    3 comments  ·  Admin →
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    completed  ·  AdminCentreCRM (CEO / Founder, CentreCRM) responded

    This has been implemented.

    Once you have logged in, please click on your name at the top left and you will be shown 2 new options:

    - Always show filters (will always show filters on Jobs, Clients and Contacts pages)

    - Show top pagination (will always show pagination on the top in Jobs, Clients and Contacts)

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