Adding Customizable fields for Family of Contact
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Brad Cansler
Currently I find it frustrating that I cannot add family members to be under a main contact. For any business that provides service it is imperative that we can keep track of family members and their info.
I want to be able to record family members, phone nbr, their school, age & birthdate.
For instance I like to send birthday greetings to all my kids and need to be able to search database for everyone who has a birthday this week. Adding the ability to have sub-contacts with searchable information would greatly enhance GHL.
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Elizabeth Mendoza
Brad Cansler Did you ever find a solution? I am looking for the same thing you were looking to do last year.
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Brad Cansler
Elizabeth Mendoza no sadly I have not found a viable solution. Of course you can record info in the notes section but that is not valuable as it isn't searchable. I currently have to use two different software platforms GHL for automation and one for client tracking. Grrrr....
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Elizabeth Mendoza
Brad Cansler Mmmh okay. Thanks for the response!