Defined/Reportable Label Fields
Client has requested the the 'Label' field throughout the system become a drop-down select field. When connecting an employee to an organisation, you select the 'Works for' connection. You then have the option to define the Position. Position should be managed within the Control Panel as a select drop-down field so that only certain options are available. This ensures no spelling mistakes and keeps the data input consistent for reporting. Such as using Finance Director for the positions: CFO, Finance Manager and Director of Finance.
This is also applicable when labeling Contact connections to other modules and labeling modules.
Please sign in to leave a comment.