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Under review

Referral lead of a Perspective Clients

Tomeka 4 years ago in Client Module updated by Lisa Izzo 4 years ago 1

Hi, Is it possible to have the address for a prospective client to be optional?  I get a lot of leads from referral sources and they do not always provide an address of the client.  It would be nice to have the lead and client fields set as optional incase we do not have a full name, address, or phone number of the potential client, and not have to add a dummy address and then go back and re-enter it. 

Under review

Tomeka,

Good news! We have received this request in the past, and it is already part of our roadmap for a future enhancement.  In the meantime, you can just enter your office address to allow you to move forward with setting up your prospect