Automatically post the custom field assignment
The custom field assignment is a great feature for customer/jobs. However, after I set this up, I was disappointed to see that you still have to post the service item, class, & billable for the customer. It just eliminates the other options.
For this feature to really be beneficial, the custom field assignment should populate automatically.
Johnathon Voegeli commented
Agreed or allow for default custom fields!
Thank you for adding this feature in Melanie! Would you mind letting me know a little more detail about what's going on here? Do you mean you wish that the custom field items would automatically be selected after you've narrowed down the available options? Or do you mean something else?