Hi all!
Fairly new to the CRM world. Would be grateful for some advise. I work in the administration area and, besides being interested in the selling part of the CRM, I'm also interested in a way to keep track of the work (services) that my clients asks me for.
If I have a fair amount of different cases in the business.
I.e.
In case 1 I have one type of work, where information would be recieved from the customer regarding that specific case. But after the cases is finished I would never ever have to use that information again. Let's say I create three custom fields for this kind of case.
In case 2 I have another type of work. Also here I create another three custom fields.
What would be a good solution to look for?
Do I need to add all the six fields to the same form and have them show? Cause then it would be very many fields...
Should I create different forms for different types of cases? How would it then be a good way to automatically change the form (if that is even possible?!)