I need some help and clarification.
I am playing around with what is essentially the "Personal CRM" Template in SmartSuite. I have some questions relating to the "Title Field".
Because the Title Field isn't overly flexible, instead of using it for the "Name" I am opting to use the "Full Name Field". This allows for more sorting options (eg: A to Z listing via Surname). It also ensures I don't have issues if I have two clients with the same name (it can happen).
So that leaves what to do with the Title Field? I think it is necessary to have it as a unique field, but I gather you can't then hide it? It seems you can collapse it.
Should it contain any data? A unique number (like the person's phone/mobile number/s) perhaps???
I am not sure what to do with this field as it isn't as flexible as other fields?
Can anyone advise/help with this enquiry???