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ClientSuccess
Product Update

Default values for custom fields

ClientSuccess now lets you specify default values and states for custom fields, so new client records start prefilled with the values your team expects.

Default values for custom fields

You can now specify default values/states for custom fields.

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Related Resources

New Automation Functionality, Deactivating Contacts, SOC 2 Compliance and Other Releases & Enhancements

product-updates

New Automation Functionality, Deactivating Contacts, SOC 2 Compliance and Other Releases & Enhancements

Company Default Currency and Other Enhancements

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Company Default Currency and Other Enhancements

Refreshed Overview Report and Other Updates

product-updates

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