223 results found
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Contact | Notes - Edit from main page of a contact
The new notes section is a good idea one of which I suggested however its really not very freindly to use.
its buried at the end of the contact detail which means you have to navigate here.
The window is far too small - want a lot larger window at least 3 times the current box size which would make it easy to see and edit.
Would like it to appear on the invoice page so that one can see and edit as necessary when creating invoices.
There is a lot of white space on the invoices and I feel…1 voteHi Peter, good to get your feedback on this feature and though we appreciate hearing the changes you'd like to see it's good to keep each idea on a separate thread so we can get an understanding of the interest for each alone that the team can consider.
We have an idea surrounding the ability to view contact notes when invoicing over here that I'd recommend joining, and have adjusted the title of your idea here to reflect your first ask of moving this notes section somewhere it could be more readily edited on their record. You're welcome to start new ideas for each of the additional points you've made here.
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Contacts: Add 'on behalf of' field to contacts
I work with many architects who request quotes/invoice from our company on behalf of their client
At the moment we have to create a new contact entry for every client such as
ABC company on behalf of Fred Bloggs
ABC company on behalf of Samantha Smith
If there was an optional field, say "on behalf of" that we could include in the quote/invoice such as
on behalf of [client name]
The default would be the same as now
ABC Company
However, if the "on behalf of" option was selected a new field would appear in the quote/invoice [Client Name]The…
1 vote -
Contacts: Record Witholding Tax rate for suppliers that recieve schedular payments
In contacts, to be able to add a WHT record of the % to deduct from suppliers who are subject to IRD schedular payments tax deductions and for this to become a line item option in Bills.
1 vote
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