Settings and activity
7 results found
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7 votes
Hi Esteon, you're right that it's not currently possible to Filter by the Related account column atm. It'd be good to understand what you;re trying to look at when running this report atm.
Rather than filter by related account, could you select the Account that you'd be looking to filter by and then click the Related account header to order the transactions by the account they came from?
David Atkins supported this idea ·
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113 votes
David Atkins supported this idea ·
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2 votes
David Atkins shared this idea ·
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2 votes
David Atkins shared this idea ·
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6 votes
David Atkins supported this idea ·
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13 votes
David Atkins supported this idea ·
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563 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
David Atkins supported this idea ·