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Collaboration Tools
Collaboration Tools
14 articles
Custom Values
What is a Custom Value?
Creating Custom Values
Adding Custom Values to Clients & Budgets
Deleting Custom Values
Static and Dynamic Custom Values
Creating Custom Values Using Formulas & Case Statements
Custom Value Use Cases
Custom Values Troubleshooting
Tags
What are Tags?
Filtering Views with Tags
Notes
What are Notes?
Notes Frequently Asked Questions
Contacts
What is a Contact?
Creating a Contact
