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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Best Way to Flag Customer Finance Contact

edited Jun 2, 2025 2:50PM in Ask A Guru 3 comments

Hi there,

We allocate our customers to different members in the finance team to manage the credit control. There don't appear to be any built in fields to do this. Can anyone recommend a way or it is just adding a custom field?

Thanks

Ben

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