Best practices for Custom Fields

This Office Hours session is focused on Custom Fields and how to best use them, including best practices and resources to help get your team using FUB to its fullest!
Learn:
1. How Custom Fields work and use cases
2. What formats to use when
3. Ways to use CFs with ISAs, Lenders, and more
4. Plus Q&A!

[@mnarlis]

Worst customer service...Their Pixel does not work with Lofty even when they say it does. I tried asking for help several times but like most of these companies they use third-world VAs and they have a very poor language barrier so most of the help replies are just pre-written scripts cause I noticed they don't read the whole question of help and just assume a response. I do appreciate the 14-day free trial cause I was able to see how bad they really are as far as support.