Dear @lubos , we currently batch process our POS data into manager.io and use custom fields to match the two records using unique batch references. The custom fields work wonders in the import, reconciliation and followup process. However, to generate a full report for a single batch is very difficu…

Line - Custom Fields

Davide October 21, 2020, 7:08pm 3

Yes. They are already in Ideas. See this topic: Shared Custom Fields

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