Custom fields for companies
under consideration
Kristen W.
Merged in a post:
Company Type Customization
I
Instant Canidae
Ability to customize the Company Type field to be different formats, specifically would like check box option. This would allow a specified list to be available for users, giving them the ability to choose all applicable company types. Then when on the company home page, filtering by type could allow selecting one or more types, providing a unified, easier and more efficient way to search through the companies documented.
Kristen W.
Merged in a post:
Make Company Type a list to avoid inconsistencies due to manual typing.
V
Verdant Reptile
Kristen W.
Merged in a post:
Allow cusomization to "company" record
V
Varying Macaw
To help with standardization, it would be helpful if fields on the company record could be modified or added. An example may be "Company Type", where you want to create a pre-defined list of company types to make reporting, sorting and general management more consistent.
Kristen W.
Merged in a post:
Allow additional custom columns in the company page.
S
Subjective Rooster
Additional custom fields in the company tab would be helpful for tracking more company information. This would allow for quick access to important company features.
S
Southern Porpoise
Would highly like this as well. A dropdown that has pre-defined possible values would be great for our use case rather than freeform text input. That way we could keep types consistent across the entire list.
L
Lemon chiffon Gorilla
+1 would love this customizability with the ability to create templates!
Kristen W.
Merged in a post:
E-Mail field in companies besides Phone and Fax
E
Energetic Hedgehog
I find it really irritating that I can add a phone and even a fax number to companies, but not an email address. What led to this decision, and can we get an email field?
Kristen W.
marked this post as
under consideration
P
Pretty Chicken
This feature was first requested in 2020, and has not had any moment. Being able to add Business Hours, Emergency Contacts, and service hours on the homepage among other information would be very helpful. Is there any plan on having this feature implemented.
Kristen W.
Merged in a post:
customize customer dashboard
P
Prepared Dormouse
Would be nice to be able to move agreements the left under customer address so its not buried for customers that have longer notes.
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