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Bespoke fields for an organisation/individual available for both?

Is the 'entity' the same file type no matter whether it's an organisation or contact?

Therefore, all fields are available to choose from regardless of what type of contact I am setting up.

Tracy Jerram

Official comment


HI Tracy,

Thanks for your question.

You're right, organisations and individuals do operate as the same entity behind the scenes. So at present custom fields that you create are displayed against both organisations and individuals.

Clare Bourne
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