Name of Feature/Request:
Introduce a toggle option for selecting or filtering Customer Type (e.g., B2B, B2C, Dropship, etc.)
What financial, time savings, or quality of life improvements will occur from this:
Enhances usability and enables faster customer categorization and filtering.
Attempted Solutions So Far:
Add same customer as Individual/Business type and merge the customers if any customer was added as Individual/Business type by mistake.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software:
User Roles and Permissions: Ensure the toggle visibility aligns with user permissions.
Impact on Existing Data: Verify that adding a toggle does not disrupt existing customer records or reports.
User Interface Design: Maintain consistency with Striven’s UI/UX standards.
Accessibility: Make the toggle intuitive for all users, including those with accessibility needs.
Search and Filtering: Ensure the toggle integrates seamlessly with search and filtering functionalities in relevant modules.
StrivenID: 4956418