In the classic view customer contact list you can select to see customer detail fields "terms" and "other". How can you select those in the enhanced view of that report?

plumtreebookkeep · ‎August 14, 2023

My customers use those fields to understand the customer profile so I need to be able to run reports where I can select to see those fields.

Ashleigh1 · ‎August 14, 2023

Hello Plumtreebookkeep, thanks for posting on the Community page, there is no way to be able to see the 'terms and 'other' field in the enhanced view, you can only see them in the classic view. You can leave this as feedback within the main cog wheel. This gets sent straight to the developers team.

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In the classic view customer contact list you can select to see customer detail fields "terms" and "other". How can you select those in the enhanced view of that report?

In the classic view customer contact list you can select to see customer detail fields "terms" and "other". How can you select those in the enhanced view of that report?

Changing "customer" to "other name"

Customers can't view invoices on a mobile

Customer Lists

View Payslip Template

Customer Custom Fields

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