Hi, I was wondering if its possible, when selecting the account type. To only have it show what's available for the client? For Example, the client has 3 out of the 7 account types we offer. When I select the client name, I only want the 3 of those options to show up, instead of having to select the correct one from the account type. Thank you for any response :)
Hey thanks for the question! this is possible but it would require some additional work to be done :) the current template doesnt support this functionality. 😊
Check out more details here: danalyser.com/products/account-password-manager-spreadsheets
Hi, I was wondering if its possible, when selecting the account type. To only have it show what's available for the client? For Example, the client has 3 out of the 7 account types we offer. When I select the client name, I only want the 3 of those options to show up, instead of having to select the correct one from the account type. Thank you for any response :)
Hey thanks for the question! this is possible but it would require some additional work to be done :) the current template doesnt support this functionality. 😊
This looks great!
Thanks!! 🥰
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done replying. pls check your inbox. thanks.
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