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Add a Client instructions custom field
Add a Client instructions custom field
Guidelines
By default, it is possible to create a Custom Field on the Client + Quote + Project scope (General Configuration → Custom Fields and Columns) that you can fill in at the Client’s level:
Every time a project is created for this specific client, the instructions will be visible both in Smart and Classic projects:
A customized solution may also serve as an alternative if the proposed solution is not sufficient.
, multiple selections available,
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