Create Smart Field for Client Organization Name

Monica, thanks for your reply. I’m still not seeing Client Organization as a Smart Field - I’ve attached a screenshot of the only smart fields available under Client Info

Hey ​@Becca Bloom! You’ll want to add it as a custom field in your preferences and then it will populate! 

​@Becca Bloom - I wanted to share a link to a help doc on how to create custom fields. 

https://help.honeybook.com/en/articles/3307662-how-to-add-and-edit-custom-project-fields

I hope this helps in creating it and adding it to your contracts! 

This feels redundant. Am I missing something?

I can pull the client’s full name from a required/default client profile field, but other required/default fields for that client (such as organization, job title) aren’t available.

Am I interpreting this correctly that I have to create redundant, custom smart fields to be able to insert that info into contracts/files?

This seems like a bug, unless I’m missing something. (I’m new and learning!)

​@Monica R 
The problem with using a custom field for organization name is..

1. Custom fields won’t autopopulate the company name on invoices

2. Custom fields won’t autopopulate the client’s organization in contact info.

So when a new client is added, you manually have to add the Organization every single time in order for it to show up in invoices and the organization listed for the contact.
 

We really need Company/Organization to be linked to the Client Fields, not a custom field!