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FluentCRM

#Feature Request

Custom Customer Types

It would be a game changer for how my company works to be able to create my own customer types instead of just having Lead and Customer as the options, or create additional Fields that we could use in the main area of the contact screen (example: Contact Status) in 3.0

  • 2 likes
  • 4 comments

Shahjahan Jewel

This is the php filter hook:

add_filter('fluent_crm/contact_types', function ($types) {
    $types['vendor'] = 'Vendor';
    return $types;
});

Add as many types as you want.

Emily Leach

Shahjahan Jewel fantastic thank you, I hadn't found that hidden gem yet. Do you have a video series on using these expandability options? I've been watching the basic FluentCRM series

Erick Laureano

Shahjahan Jewel Oh, I really needed this. I didn't know it could be so easy. Thank you!

I hope that in version 3.0 it will be possible for custom fields to be displayed conditionally based on the contact type 🙏.

Emily Leach

Shahjahan Jewel I was able to get this to work, but it looks like my options get overwritten with the updates. Has this been added as an easier option in the 3.0+ update?