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Is it possible to directly list the users of the organization in a field to associate their names with my bills, instead of creating a multi-dropdown custom field?
Yes, you can create a custom field using the Lookup data type. By doing so, the users available in the organization will be listed in the custom field. To create a custom field:
- Click the Settings icon at the top right corner.
- Go to Purchases and choose Bills.
- Select the Field Customization tab.
- Click + New Custom Field at the top right corner of the page.
- Enter the details and choose the data type as Lookup.
- Select the module as Users, enter the related list name, and save the custom field.
Insight: A lookup field allows users to link data from one module with another.
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