Client Type (similar to "Job Type")
Michelle Pressley
Under each respective Client, the ability to add "Client Type" and select from the options (which are added under Settings just like "Job Types."
Examples:
Client Type -
- Insurance
- Property Management
- Attorney
- Plumbing Contractor
- General Contractor
- Municipality
- Architect
- School
- Restaurant
- Hotel
This would help sort Clients for marketing, data, etc.
Alexander Briskin
you can make custom field with drop down menu and allow select to be able to run report