CRM

Lee3
Member

Having different fields on a record of a customer

SOLVE

Hello,  my company provides a sofware solution to companies. In the CRM we have lots of data fields for each contact or company record.  When a contact becomes a paying customer I want to records some additional information about the record that I do not need for other records that are not paying customers and do not have one of our sofware accounts set up.  Is there a way of setting up a contact record that once you allocate the customer label a number of additional fields appear that can be completed with data that is only relevent to a customer and not needed on records that are not paying customers.

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1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Having different fields on a record of a customer

SOLVE

Hi @Lee3 

 

Unfortunatly not - contact properties and your view of contacts currently applies gloablly throughout your portal. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

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1 Reply 1
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Having different fields on a record of a customer

SOLVE

Hi @Lee3 

 

Unfortunatly not - contact properties and your view of contacts currently applies gloablly throughout your portal. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency