Introduction to Custom Meta

Custom meta (a.k.a custom fields) in MBR CRM allows you to store an unlimited amount of information about a contact. Using them effectively can allow

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Custom Fields in Forms

You can collect custom information about a contact using custom fields As an example, add an “input” field in the form builder. Clicking the button

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Saved Searches

If you regularly search for contacts with specific search criteria, you can save yourself time by enabling saved searches and reusing it later. Saving a

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