Hide Default Categories (AGAIN)
While I realize this has been requested numerous times in the past, and has been rejected and had the conversations closed, I would like to reopen the discussions for hiding the default categories that Redtail creates for all users.
Many of us like specific naming formats or descriptions for categories, especially when reviewing reports, and it would be nice if we didn't have to scroll through "similar" descriptions when selecting things like Account Asset Type, Account Type, Activity Types, etc.
For example, I like to categorize equity funds as either International Developed or Emerging Markets (for Growth, Value, and Blend). Having the Foreign *** default Asset Types being displayed all the time just makes it more cluttered and potentially confusing. Another example is the "Personal Client" Contact Category. I like to use "Personal" as the Contact Type for Friends/Family. In fact, I don't know when I'd ever use something like "Personal Client" for someone; they're either a client or personal contact.
I realize that some data that imports in might automatically sync to the default categories, however we should be able to choose to hide any categories that don't have any records linked to it.
Laurence
shared this idea
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Thomas
commented
I agree with this and struggle to understand why they are mandatory?