Company properties in CRM - Product Feedback - Assembly Community
Company properties in CRM
post by Wayfinder_Admin on Sep 2, 2025
Under CRM > Clients there are many properties that can be toggled on or off to be viewable in the main CRM list. Under the Companies tab there are only 3 properties that are available to view. Can all properties be available under both views? I would love to see more info about each company in that view including the customizable dropdown.
Thanks!
post by marlon on Sep 2, 2025
We don’t yet have custom fields for companies. We’ll release company custom fields by Sept 30th so that you can set up custom properties there, just like you can with clients!
post by AYKO_Support on Sep 3, 2025
Company Fields would save us lots of time, hopefully we can pull this into the homepage!