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Assigning Classes to Accounts, Not Transactions
Hi,
We want to track our financials based on customer segment, and so have assigned accounts into classes. E.g., Colleges, High Schools, etc.
I can't seem to find a way to load the Class to the Customer record, it only shows up as a field in the transaction record.
Any ideas how to add Class to the Relationship (Lead/Prospect/Customer) pages? (I know i can add a custom field, but it needs to be the "official"
class field that ties into the financials.).
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