Sean Shotter (Customer) asked a question.
when setting up a card for a business client, there is list of Business Types - how do I edit those to add in another type of business
- Seng Kao (LEAP Dev)
Hi @Sean Shotter (Customer),
Thank you for posting on LEAP Community Discussions.
Unfortunately you are unable to add another type of business to a Business/Partnership Card type, I would suggest posting this to our Ideas Hub for greater discussion and consideration amongst other members of the community as well as our Product team.
Find information about our Ideas Hub here.
Let us know if you require further assistance.
Best regards,
Seng
Expand Post - Sean Shotter (Customer)
Thanks Seng
I don't want to change the card type - I just want to alter the description of the type of business that it is that is contained in the drop down on the right of the card..
At the moment there are about 20 descriptions - starting with "Attorneys" and ending with "Strata Manager"
For example, not all accountants are Chartered Accountants.
I have clients who do not fit any of the categories that have been created. Is there no way of adding to "type" drop down on the right hand side of the Card?
Sean
Expand Post- Seng Kao (LEAP Dev)
Hi @Sean Shotter (Customer),
Unfortunately there isn't a method available to add or modify the "Type" of Business/Partnership.
You can still add them as an "Accountant" table type on your matter and save & close, that way when you search for that card in your Card List (via Menu > Home > View Cards), they will have "Accountant" displayed on the Card Type column.
Let us know if you require further assistance.
Best regards,
Seng
Expand Post
- Sean Shotter (Customer)
Thanks
It would be less of a problem if "Accountant" was an available type but the type is "Chartered Accountant"
anyway, it is as it is
Thanks for responding.
Expand Post
Hi @Sean Shotter (Customer),
Thank you for posting on LEAP Community Discussions.
Unfortunately you are unable to add another type of business to a Business/Partnership Card type, I would suggest posting this to our Ideas Hub for greater discussion and consideration amongst other members of the community as well as our Product team.
Find information about our Ideas Hub here.
Let us know if you require further assistance.
Best regards,
Seng