Hello, is there a way to set up different profiles views for different clients?
For example:
Web Design clients:
This is information listed on the main client profile but is not needed for web design clients:
- Onboarding emails
- Onboarding phone calls
- Monthly Reports
Information Listed on a related list we created that is not needed:
- Analytics Info
- Reports
- Certain logins
Realistically we can leave this information blank, but its takes up to much space.
Thank you!