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Status Under Consideration
Created by Guest
Created on Mar 9, 2023
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit AGILLINK-I-1110 Provide drop-down for address selection for bank account setup.

Add way to categorize a client, like a Type field or a Tag field Merged

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 different things about the client and then if you made these searchable, reportable, we could easily find and report on the different clients by these tags.