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

Question

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!

Comments

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

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

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

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

Answer 1

This would be very beneficial for us as well. Is there a way to make this happen?