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Home Forums ACF PRO Creating a notes system like you would find in a CRM Reply To: Creating a notes system like you would find in a CRM

  • I’ve set up something similar before using repeatable fields in a custom CRM. It worked well to keep track of interactions and view them chronologically. For your project, I’d recommend checking out different CRM tools that offer flexible note-taking features or integrating with existing ones that fit your needs.