make a template for customer setting
I use this in an accounting practice and would find it helpful if I could set up custom codes for various types of clients. Example, an individual client would always be billable, be assigned to everyone, and include certain services they might need (tax return,planning, estimated payments, extension, amended and such)
This would be an awesome addition. It would save a lot of setup time. it would be dependent on a client type, such as individual tax client.
Would like to see this too. There is standard set of activities we use for each Client - would be nice not to recreate those every time we need to add a Client/Project.