Michael Posted August 31, 2013 Report Share Posted August 31, 2013 Am I missing something I can't seem to find a way to add client fields for other groups other than the General. Quote Link to comment Share on other sites More sharing options...
Paul Posted August 31, 2013 Report Share Posted August 31, 2013 When you add a custom field, do the client groups appear in the drop down for "Client Group" at the top when creating a custom field? Quote Link to comment Share on other sites More sharing options...
Michael Posted August 31, 2013 Author Report Share Posted August 31, 2013 When you add a custom field, do the client groups appear in the drop down for "Client Group" at the top when creating a custom field? I don't get that dropdown mate. Quote Link to comment Share on other sites More sharing options...
Tyson Posted August 31, 2013 Report Share Posted August 31, 2013 You can add them to a specific client group, just not update them to assign them to a different group from the interface. This might have been the intention at the time, as referenced data may still exist in the database if you were to change the assigned group. Quote Link to comment Share on other sites More sharing options...
Michael Posted August 31, 2013 Author Report Share Posted August 31, 2013 You can add them to a specific client group, just not update them to assign them to a different group from the interface. This might have been the intention at the time, as referenced data may still exist in the database if you were to change the assigned group. Oh I see my mistake didn't know it had to be done at the start. Much better Quote Link to comment Share on other sites More sharing options...
MemoryX2 Posted September 1, 2013 Report Share Posted September 1, 2013 Is it possible to use custom client fields to specify a clients group automatically? Example, how did you hear about us? If client answers with wht then they are in wht group If client answers with google then they are in google group. I would like to do that but I currently do not know how. I think it's a long the same lines as what Mikes asking which is why I put it here in this thread. Quote Link to comment Share on other sites More sharing options...
Tyson Posted September 1, 2013 Report Share Posted September 1, 2013 Custom fields are limited to a specific group, not the other way around, so this wouldn't be possible with a custom field. Something like this may be better suited to a plugin. Quote Link to comment Share on other sites More sharing options...
Paul Posted September 2, 2013 Report Share Posted September 2, 2013 I think that some method by which to automatically sort clients into specific client groups would be good to have, so it's a good idea. Before we would consider such a feature, we would probably want to see some different use cases so that it could be designed in a way that is broad in scope. Michael 1 Quote Link to comment Share on other sites More sharing options...
Michael Posted September 2, 2013 Author Report Share Posted September 2, 2013 I think that some method by which to automatically sort clients into specific client groups would be good to have, so it's a good idea. Before we would consider such a feature, we would probably want to see some different use cases so that it could be designed in a way that is broad in scope. I like that idea. Quote Link to comment Share on other sites More sharing options...
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