Client Unique Initials
K
Katherine Pacheco
I like that it assigns an initial or lets you create your own. BUT can it ensure the initials are unique or warn that it is not unique? At this time if there are 2 clients named Wellness Boutique both will be WB, it should know that it is not unique and make one WB and the other WB2. I was hoping to use these initials for their google drive folder and other places but it would have to be completely unique
Also I would like if the settings in the client list view allows us to add the initials as a field we can see
J
Jill
Also ran into this issue with invoices. Two separate clients had initials SB and because the invoice #'s weren't unique (both clients with SB-1 for their first invoices), it caused issues when syncing to our accounting software.
Had no idea this was a duplicate until I dug into it deeper.