Custom Field Examples for To-Dos
Adding a Custom Field Set to To-Dos is a great way to help keep your projects on task and facilitate keeping your contact level Custom Field Sets to a minimum.
We love to send customer love gifts out on occasion to those customers who have been awesome in their own way. This is a great way of tracking what we've sent to whom and when in a searchable way. In this instance, we're keeping track of why we're sending the gift, what we're sending and whether or not the person asking that the gift be sent would like to include a separate note.