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XPM - Group Custom Fields

Group Custom Fields - it would be very useful to be able to assign custom fields to groups rather than only contacts & individuals, then be able to report on these fields. This would help with areas such as marketing, estimated fee groups, and handover notes.

We currently use the main billing entity but this would save a lot of time and improve efficiencies.

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Laura Sinclair shared this idea  ·   ·  Report…  ·  Admin →
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  • Diana Burrows commented  ·   ·  Report

    The ability to have certain custom fields show up for specific client types.

    For example a "Rental Property" custom field only showing up on the "Individual" clients. Currently this would show up on all clients.

    Given that so many different reports can be created from the custom fields, it would be extremely helpful to have only the relevant fields displayed on the relevant client type/structure.