Rename client properties | Feature Requests

Rename client properties

complete

Karen Bertrand

Current process: Add a new column with an updated name and delete the old column. This deletes the data related to that line for all clients.

To preserve client data, add the ability to edit existing column titles.

Created by Roslind Burks

October 18, 2022

Jillian Plank

marked this post as

complete

Kenny Song

Merged in a post:

Edit Custom Client Property Names

Lauren Goettge

When you create a custom client property, it would be lovely to have the ability to edit the name instead of having to delete the entire property and recreating it.

December 6, 2024

Deb

let me know when this will be scheduled - it would save a significant amount of time

Ruth Bellamy

Yes! Agreed!

Melody Cooledge

This would be very helpful for our team. Additionally, for custom properties with custom drop down menus, the ability to edit the drop down menu without completely re-creating the property and menu from scratch would save a lot of time and frustration.