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For our enterprise customers, we want to store information that can be easily referenced in Front. Sometimes it’s structured information like the main point of contact on the account or it’s just general notes about customers like “this customer uses teams vs zoom.” Does anyone have any examples of how they’ve set this up with Front? Whether it’s pulling from a 3rd party or stored in Front?

Hey Megan! 


Phoebe here from the Front team.

Does your team use Contacts or Accounts in Front? You can add a custom field or a description on a Contact in Front which will allow you to view this info in the right-hand sidebar: 
 

 

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