Skip to main content

Contact Type needs more usability

Right now Contact Type is either Lead or Customer, but it can only be changed manually or via automation (as far as I figured), but not via forms.

Right now more options can only be added via a filter.

IMO there should be a proper section to add/change the customer types and forms should be able to change the value.

this! kind of crazy it isn't already a feature and was one of the disappointments upon starting to use fluentcrm. Its a basic crm feature and we cant even mark some of our clients crm info correctly because of this.