RELATED IDEAS
Provide drop-down for address selection for bank account setup
Firms with multiple locations require the ability to define multiple addresses. Then, during bank account setup they could choose the desired address so that checks printed will have the correct return address. (See also this same Idea for client setup AgilLink-I-1109.)
1
MERGED
Add way to categorize a client, like a Type field or a Tag field
Our company has different divisions that own the relationship with the client. Right now, there is no way to know what division a client belongs to without doing separate lookups. If there was a customizable Tags or Type field, we could indicate d...
0
Under Consideration