I'd love to see the ability to specify the field type when creating custom client fields. Right now everything is free-form text, which makes it difficult to keep data consistent across clients.

It would be great to choose a field type such as:

Text

Number

Date

Dropdown menu (with custom values)

Currency

Percentage

Multi-select dropdown

For example, if I create an "Onboarded Date" field, users should only be able to enter a date, or if I create an "Entity Type" field, I could define dropdown options like LLC, S Corp, Partnership, etc.

I think this would be very effective for improving data consistency, filtering, reporting, and future automation.