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CRM AI

Allow more customization around custom fields
Please expand the capabilities in Administration > Custom Fields across all entities (Company, Contact, Order, etc.) to give us greater control over data capture and layout. Specifically, we would like the ability to: Reorder Fields: Drag-and-drop or rank custom fields to prioritize critical inputs. Group Fields: Create visual sections/headers to organize related fields together. Hide Fields: Hiding certain fields that is not relevant to the business. Mark Fields as "Required": Enforce mandatory data collection globally at the entity level. These improvements would ensure critical data is consistently gathered and significantly enhance the user experience by keeping forms organized and intuitive. Thank you!
7
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Companies & Contacts
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complete
Export Contacts from CRM in Business App
Add the ability for clients to export their contact lists from the CRM within the Business App. Exports should support common formats (CSV at minimum) and allow downloading all contacts or filtered segments, giving clients easy access to and ownership of their data.
2
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Companies & Contacts
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complete
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