Is it possible to edit the Client entry Screen?


#1

I generally deal with residential customers not businesses, I would like to remove some of the fields that are listed and or modifie them so that only the fields that I need (phone#,adress,zip code etc.)would be shown.


#2

Hi

The layout of fields in the client entry screen is not editable.

BUT we DO provide the ability to localize existing field labels - rename the labels to what may be more appropriate for your type of service industry - for example, if a property management company, instead of Client you may want those to be identified as Property.

We also provide the ability to add custom fields to most of the entry screens.

But removing standard fields and/or moving fields around in the entry screens is not a feature.

Do note that you do not have to enter information in fields you do not require.

  • Joyce