Hi Everyone!
I'm just getting started with the free version, and I'm considering to get the paid one.
However, I want to make sure that the CRM will fit my needs first.
I have a few questions:
Can I customize fields (add new ones) in the accounts layout?
Can I have reminders on my tasks, AND repeat them when I repeat my task on the future years?
Can I export all my Accounts in one "master client list" if I need?
Can I attach external PDFs to the accounts?
Is there any calendar available on the software? or/and a possibility to sync it with iCal?
Your help will be gladly appreciated!
Julien