Name of Feature/Request: Add a setting to hide Prospects from the Invoice customer drop down
What financial, time savings, or quality of life improvements will occur from this: Add a setting to choose only Active customers, hiding Prospects from the customer selection drop-down menu. | Frequency: Daily | It is tedious to sort through the prospects because they have a lot, often times with the same or similar names. This would save a lot of time and minimize errors. They currently have over 4k prospective customers in their system.
Attempted Solutions So Far: There is no solution. They have to very carefully scroll through the list of customers to find the right one.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: No way to do this currently
StrivenID: 4319392