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Is there any way to edit the options for the customer type etc in the CRM? I find a lot of them useless, but would like to list contacts as suppliers for instance and there is no supplier option on the default list.
Thanks
Click the square next to it and you will get a popup. You can click into them, delete them, set default and add new ones. Other option dropdowns in the CRM you will see if you edit has the square icon which will allow you to modify them.
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Click the square next to it and you will get a popup. You can click into them, delete them, set default and add new ones. Other option dropdowns in the CRM you will see if you edit has the square icon which will allow you to modify them.
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That's great, thanks. Not sure how I missed that before...