Storing Account Specific Information in CRM Fields

In SPP you can create custom CRM fields for storing internal information and extending customer profiles. You can set up these fields in your SPP settings > CRM Fields as shown below.

Drag and drop the fields you’d like your customers to fill out, then click on them to edit field options.

If you uncheck the “Show field in client profile” option, the field will only be visible to your team when editing client accounts. You can then use the value of the field to show or hide some content in your Client Panel, or embed a report using the template editor.

Unlike project data forms which are typically submitted when starting an order, user-editable CRM fields can be updated in client’s profile as needed. This is useful if you need to collect some general information about your customer without having to ask for it in every order.

Updated over a week ago

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