XPM - Option to rename and/or disable unwanted "Business Structure" types
There is currently no functionality to either re-name or disable the standard business structure types provided in XPM. For example "Not for Profit" is technically an entity classification - a NFP classification could apply to a Private Company, a Public Company or an Incorporated Association to name a few examples. We have used custom fields to profile these types of classifications separately. Currently, we have to manually review business structure profiles & update these where types outside our guidelines have been applied. It would save a great deal of hassle if unwanted types could be re-configured or disabled at practice level.
Krystle Brandstater
shared this idea
-
Julie Bourke
commented
Being able to disable business structures outside of the standard would benefit our firm with software integration. Business structures must match across all softwares for clients to show for selection with integration.