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Product Update

Hyperlink custom fields

ClientSuccess custom fields now support currency and hyperlink types, alongside text, checkbox, date, decimal, and integer, for richer client tracking.

Hyperlink custom fields

Custom fields allow you to track unique information about clients or contacts. They are especially useful for filtering and creating Segments. In addition to text, checkbox, date, decimal, and integer, you now have the option to create currency and hyperlink fields.

Let us know if you'd like either of these set up.

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ClientSuccess

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