How is the Client Fields → New Field designed to work? So far, my testing has indicated that you can’t add new data fields to existing clients.
Recently created data fields DO appear as I create new clients. However, these fields do NOT appear on all of my previously existing clients. Strangely, they do each appear singularly in one client, looks like they got attached to the client that I was viewing prior to creating the field and to any new clients.
How can I add new fields, such that they show up in ALL clients, existing and new?
I’m having the same issue. However, The new field does show in every client when it is created. However, once I use it for one client the field disappears for all my other clients. Here is a screen capture of this issue.
This will help in making the reports more personal because typically the [client.name] is normally a company name and the [client.contact.name] typically contains the first and last name of the contact. Both of these would not be ideal and comes across as canned when addressing the person receiving the email and named in the report.