Hello, my client has a need to store short lists of data per contact.
In NetSuite this was called a custom record and I can create fields for the record.
(similar to creating a table and fields in a database)
Some CRM’s call these “SubForms”
I keep running into this situation where clients need repeating data not just a one-to-one custom field.
It would even be good if Infusionsoft create 3 or 4 blank custom records (like the notes) with fields that could be added to them.
Had anyone else had this issue and if so, what solution have you found?