Relationships

Customize Person Records

Ever wish you could have complete control over how you manage and display information about people in your CRM? With our customization options, you can tailor every aspect of person records to fit your specific needs. Whether it’s adding custom fields, grouping related information together, or organizing everything into neat tabs, you’ve got the flexibility to create a system that works for you.

Create Tabs to Organize Information about People

Need to keep things tidy? No problem! You can create custom tabs to neatly organize all the fields and sections related to a person’s record. This image shows how easy it is to add new tabs and arrange them just the way you like. With everything in its place, you’ll always know where to find the information you need.

Add as Many Custom Fields as You Need

This one’s for those of you who love to get specific. If you’ve got unique information to track, go ahead and add as many custom fields as you want. This image highlights how you can easily create and manage these fields, ensuring your CRM captures all the details that matter to your organization.

Control How Fields Display to Users

Not all information is for everyone’s eyes. That’s why you can control the visibility of each field, making sure only the right people see the right data. This image shows the simple interface for managing field visibility – just a few clicks, and you’re in control of who sees what.

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Track Interactions with Organizations

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Track Interactions with People

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Track Positions that a Person Holds

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Track a Person's Position History

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Customize Organization Records

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Manage Role-Based Permissions

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Deactivate/Delete Organization

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Add/Deactivate Person

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Approve Field Changes on People