Custom Fields - Drop Down Lists
Amanda Aparicio
Ability to create drop-down lists in custom fields that can be used across all customers.
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Crystal Karsten
Is this on the radar as an update anytime soon?
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Dustin Pruett
When are we going update the client management side of Financial Cents? I want my project MANAGEMENT software to not just manage my workflow but everything a bout my clients as well.
Amanda Aparicio
Merged in a post:
Dropdown
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Emma Perols
When I have many client information fields it would be nice to have the option to create a dropdown field with pre added choices. Now I have to type the answers over and over again.
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Zee Marie
Yes, please, drop down lists in Clients > About
Desperately need an option to add a drop-down list from which to make a choice such as:
(1) Company Industry by NAICS Code. We currently have 42 of these in our list and growing.
(2) Payroll Services; e.g. ADP, Client does own payroll in-house, Gusto, None, Other, PayChex, QuickBooks Online, Unknown
...and more...
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Shealeen ONeal
To add to this request I’ve had for years, include format since you don’t want to create a drop down with every variable such as date. But, you do want everyone formatting the same way. As examples formats: Date, yes/no, text, number. So users would have to input a number in the field formatted as number, etc.
Then the ability to add the custom field to views (contact list, by groups, etc). And also ability to use in reports add as a column and as a filter.
Example use: custom drop down for entity type: could then see 1120 verses 1040 customer, revenue by this field. User awareness when supporting customer AND ability to analyze revenue by, capacity by, etc.
Example fields: Entity type, FYE, year started business, [Payroll, Sales Tax - such as Yes/No, frequency, who prepares? Us/them], Client Industry, location(time zone), hrs of operation.
Just start with the field with drop-downs and format and build the field usage in all other areas in time, pretty please :)