I know it’s not a CRM, but it would be nice to display client information in the ‘Details’ tab of the project.
Client information that would be helpful would be:
-Start Date
-Point Person
—Name
--Email
--Phone
-Organization Name
-Website URL
-Custom URL (for instance, we would link to their 1Password Vault or Google Drive Project Folder)
In Review
💡 Feature Request
Over 1 year ago

Kevin Watkins
Get notified by email when there are changes.
In Review
💡 Feature Request
Over 1 year ago

Kevin Watkins
Get notified by email when there are changes.