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Can you create client specific labels for phone numbers and addresses. Currently, it looks like there are only global labels.
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Giovanna Zisopulos posted almost 2 years ago Admin
Yes, you could create different labels, but we would recommend using the 'Contact section' instead of the 'Client Properties - Address Tab'. This approach will enable you to easily identify the contact name, contact type, as well as phone numbers, email addresses, and other relevant details. Additionally, creating Contacts gives you the flexibility to customize and define which types of emails should be sent to a specific contact's email address.
In the Client Properties - Contacts Tab, you can store and manage contact information by contact name, making it more organized and easier to stay connected with your clients. The Contacts are accessible from both the Client Properties - Contacts Tab and the Contact Menu Icon.
This ensures a more streamlined and personalized client communication process.
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