Add 'Currency' to visible fields options in Client list
A
Aishling
In the Client list space, the visible fields settings let you customize which data appears in the list view (Name, Contacts, Hours, Revenue, Address, Country, Lead source, Website, Phone, Tax ID, etc.).
It would be helpful to add 'Currency' as an option in the visible fields settings, so you can easily see which clients have which currency set in their settings without having to open the edit screen for each individual client.
Why this is useful:
Clients paying in a currency other than the Business Default or Moxie default typically have client-specific settings that override the defaults — things like payment instructions, hourly rates, and other financial details.
Being able to quickly see all clients paying in Euro, or all clients paying in GBP (for example), would make it much faster to review and update settings for a specific currency. If you need to update payment instructions for Euro clients, you could instantly see which clients that applies to, rather than opening each client individually to check their currency.
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