Option to hide irrelevant fields
Option to hide fields that aren’t used by the client - eg. none of our clients use Customer or Product/Service fields. I’d prefer to be able to switch them off rather than say “just ignore those”
Kirsten Forrester
shared this idea
-
Pascal Ngo
commented
Being able to hide or give access to the "Note" tab to clients
-
Jim Stevens
commented
Be able to turn off fields like Classes, PO #, Customer, and Tax
-
Maura Doherty
commented
Yes please!! My clients are constantly filling out the Customer field with the same name as the Supplier field, and it's so time-consuming to have to manually remove it and uncheck the "Mark as rebillable" field for clients who never use it. We also don't use purchase order numbers, or Product/Services on the Costs side, so this clutters up both the main view and the Line Items view. Having these extra fields, in addition to not being able to set which fields are mandatory, makes it easier for my clients to miss filling out "Class" (a must for us), because they're used to leaving some fields blank, so they can't tell at a glance when they've finished entering details for a given transaction; they have to reread each field every time.
-
mariya.aleksandrova commented
Edit which fields in the Item Details page should be visible (some sort of a filter, like to one on the main Inbox page)