Is there a way to turn a question that asks who the secondary contact is into a custom field? For example:
- Secondary Contact Name
- Secondary Contact Email
- Secondary Contact Phone
This would then be used on the Contract and in the project.
One thing that’s still a little confusing to me about Custom fields is how the Contact and Project custom fields are separate. Even if I add one of these as a custom field, should it go under Contact or Project? and will Honeybook register it properly, or will there still need to be some additional manual work required?
I know this field is available in the contract itself, but many of my clients need it BEFORE the sending the contract.
Thanks!
