Contacts > Accounts > all accts showing as "Other"?
Please import the Account Type and Acct Name/Title from Orion. When I look up a Contact, it just shows Acct #, Other, and Balance... not very helpful when a client has a bunch of accounts and every other system shows the Title and Type correctly!
15
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Will
shared this idea
This suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Dave commented
Yes, yes, yes! Data quality is so very important -- why not programatically do this mapping ONCE so that every user does not have the responsibility of manually updating each and every account fed from Orion?