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Categories CRM App
Created by Guest
Created on Aug 7, 2023

Link custom fields to existing fields.

We have had a customer feedback that they are looking to add a custom field that they can link to users within the CRM. For example, they want to make a custom field that uses the account managers to indicate account managers on a contact by contact basis. This would allow them to restrict what users could view what contacts via the account manager restriction

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