10/9/24 Release
Custom fields for Service Center
NAIC column added to customer list
Custom fields for Service Center
Service Center now has custom fields! To manage them, go to Settings > Manage Custom Fields > Service.
You can add fields like 'Late Pay Amount' to personalize your service requests. Once saved, you'll see the new field as shown below. You can also utilize placeholders for these custom fields in your communications!
Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm ET, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.