Dynamic Fields usable in Company First Mode

3
4 months agoopen0

So we run in Company First mode, thus our clients are companies with a primary contact, but could also have multiple other users.
I know with dynamic data and custom fields those have to be ‘contacts’ but I want the company to have those information.

This data needs to be with the company not the user. If the Principle gets replaced, the data would need to be stored on the company not the user. Otherwise it would get very messy having to update all users dynamic data when updating company info.



Client Portal Software Integrations