Are you able to please add a column called 'Payment Plan' by the 'main' tab in Contracts?

asked Sep 21, 2023 in New Feature Requests by Mrs. Cohen

The 'notes' column in that tab is used to record all different kinds of notes, but we want a place to record just the plan of payment, i.e. QTR from Bais Yaakov, Credit Card monthly, etc. Thank you!

commented Sep 21, 2023 by C.H.S.

That would be a good idea for us too. so you can get a clear report how everybody is paying.

commented Nov 27, 2023 by Mrs. Cohen

Following up on this. This would be extremely useful to us.

commented Mar 5, 2024 by Mrs. Herskowitz

I am waiting for this to happen. We are currently doing this in excel.

commented Mar 11, 2024 by Engel

We have this under General Info in everyone's account. We then have a report that pulls that info

1 Answer

answered Mar 11, 2024 by BnosB

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