It would be great to be able to add contact types, or at least add the following contact types so we can sort them in reports. CURRENT CLIENT; PRIOR CLIENT; FIRED CLIENT; TERMINATED CLIENT; etc.
Or just give us some more options
Would be great to have a NOTES section on the main contact screen. The ability to add a short note to the far lower left is nice, but sometimes more info is needed.
I would love to have this feature. I don't like having to hide a former client that we've done work for. We may still have to view the client for billing, document, or project purposes and it's a pain to have to unhide the inactive client just to view the database info and then hide it again when we're done. Being able to create custom Types would allow us to easily filter the inactives from the client list view. This is an easy feature with an easy fix that just makes sense.
Yes, some offices have the main contact who is not the client, it would be nice to specify that.
"Workspace: Customizable Contact Type on the Main Contact Tab" (suggested by Teresa Karaffa on 2018-07-16), including upvotes (23) and comments (1), was merged into this suggestion.
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