G
Guest
One of my clients has an extremely large database in Contacts, and wants to add custom fields to all existing and new contacts (ie - SS# & EIN & a date field).
I can add the custom fields in the Design Form function, But that creates a new form. How would I then be able to have these fields show on all the existing contact records without adding them individually to each record
Also, they want to link certain contacts together (ie - the estate of John Smith). I thought to simply do this as a distibution list, and add that field as well to the contact record. Would that work, or is there another way to do it
TIA!
I can add the custom fields in the Design Form function, But that creates a new form. How would I then be able to have these fields show on all the existing contact records without adding them individually to each record
Also, they want to link certain contacts together (ie - the estate of John Smith). I thought to simply do this as a distibution list, and add that field as well to the contact record. Would that work, or is there another way to do it
TIA!