Change Account Category
When importing accounts, you can't select the account category, and even after creating an account, you can't change the category from the account details.
When importing accounts, you can't select the account category, and even after creating an account, you can't change the category from the account details.
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Comments3
dmytro_sv
Aug 24
Unfortunately, changing the import flow is a bit harder thing, so for now made it possible to change the account type on the account details page 👍
Nico
Aug 24
Hey this is great! Just changing the category of what was already created was enough for me. Thank you so much!
Sbzz
Aug 24
Upvoting this request. Kindly provide option to change/update account category