Customer information

Companies and contacts allow you to save all kinds of information inside of them. General information such as contact information, social media information and addresses. But also information that is more specific to your business.

Template

The information that you can save for a company and contact is defined in a template. Your admin can change these templates to allow you to save any information that you would like.

Filtering

You can use the available information to filter companies / contacts in the overview.