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571 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.
Amanda Cotton
supported this idea
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An error occurred while saving the comment -
90 votes
Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.
Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.
Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.
An error occurred while saving the comment Amanda Cotton
commented
This is definitely v frustrating. We have just moved over and the first company I am in needs this to be a feature to save manual work. Importing journals is a large part of the day to day transactions for me so now having to balance them by using a 'holding' account and then transferring this money over in the bank rec is a very peculiar way to do things.
No system I have ever used has this rule? Equally, why can we mark transactions as reconciled manually in the banking screen but actually not reconcile manually via journals in the first place?!Amanda Cotton
supported this idea
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Sad to see that this was raised 2 years ago now and still not being considered.
The notes function that was mentioned is helpful and all, but we cannot search for the contents of these notes to quickly see who has/hasn't signed up to something or who owns a specific item we need more information for.
The amount of time at month end and beyond that would be saved is what makes this very important for us
May we have an update as to if/when this may be considered? You can add custom fields for reports and orders, so why not for contacts and invoices?