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K1x Ideas
Status Ready to Plan
Categories K1 Aggregator
Created by Guest
Created on May 20, 2024

K1A: When entering line item details, keep labels as a dropdown like tagging feature

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

That way users can define custom line items that are applicable across all investments and select from the dropdown vs. having to re-type investment by investment. The tagging feature dropdown is the exact implementation we're looking for.

How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes.

Easier management of custom line item details.

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

All users

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.

Like the tagging feature.




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