On fields in account edit screen, give us way to consolidate options
The account fields are ones you can type whatever you want into or select the item if it has been entered before. I am generally fine it works that way but now ehn I look for LPL accounts I have to look up accounts by company 'LPL' and 'LPL Financial'. It would be good to have a way to say 'switch all fields that read 'LPL' to 'LPL Financial' so we can clean up our database quickly and quickly get rid of multiple selections that mean the same thing. It would be much quicker than pulling up all relevant accounts and siwtching the field one by one.
3
votes
Leo O'Connor Jr
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