You can customize how your contacts are organized in myClients in Settings.
You can customize the following areas of your myClients CRM.
- Categories
- Custom Fields
- Flags
- Sources
Helpful Tips:
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A contact can only be part of one category at a time. You have two category lists - Categories and Category 2.
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Custom Fields allow you to add additional information to a contacts record. Many members use the custom fields to hold Kid names or Community/Area names
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Do not edit the 7E or D4U Flags - these are needed to tell us who is getting your automated correspondence.
If you need additional help:
Please contact your Support team:
We are happy to help :)
support@byreferralonly.com
800-950-7325 Ex 3401
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