Quotes - Access to contacts and adding details
There is a difference between the functionality of new quote page and the old one.
On the old quote page, when a new contact was entered and the quote was saved, you could then click directly on the contact field which was linked to the contact page. This allowed you to quickly add additional info (email address, phone number, etc). This made emailing the quote quick and easy.
On the new form, after you save the quote the contact name remains in edit mode.... so you cannot click on it to get to the contact page. There is no link to the contact info from within the form - anywhere on the page.
For a business that emails quotes to new contact regularly - this is a real snag.
Can the Product team simply match the functionality of the contact name process to what the old for did? Just and the contact hyperlink as it used to be.
There are some nice things about the new quote form, but this is problematic... and it seems like it could be quickly and easily remedied.
Please help us here... Thanks.
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Tim McIntyre commented
There are three parts to this.
When creating a new contact, instead of having to add an address separately or as another option. It would be great to include the address as part of the contact details like it used to be.It would also be good to have the ability to select a group/category at this point as part of the option that you can Tab through. Not as another box that you have to open and add.
After creating a quotation it would be great to click on the contact and go through to the contact details.
Contacts - It would be great as a default option to open contacts and see the last added instead of having to enter details.
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Annalee Boakes commented
Agree with this. When you add an existing contact to a quote, allow it to be hovered over to view their contact details, and then the hyperlink to take you to their contact if necessary.
Once a quote has been 'saved' or 'sent', allow the contact details to be either edited (if its an existing contact), or added (if its a new contact).
See attached snips of how you can currently do it when adding a new invoice. -
Eliza Simpkin commented
Yes!
When you enter a contact on an invoice it allows you to hover over the contact name to see their details(address, phone number, how much is owing etc) without having to search their contact and bring up their details.Can you do the same on quotes please? At the moment on quotes if you hover over the contact name it doesn't bring up anything.
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Laura Frampton commented
Please can you request you add in the ability to add new full contact details directly via a new estimate (exactly the same as you can add them directly to a new invoice)
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Ben Shoulders commented
A massive timing saving feature would be the ability to add contact information on the new quotation page. When creating a new quote you can add a new customer but to add their name you have to go into the contact area.
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SEMNet Pte Ltd commented
Please add this. it is really silly to be able to add a new item on a new quote but then need to refresh the entire new quote again once added the new item! there is way too much double work here.
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Ryan Pillay commented
Please make this a feature! ridiculous work around having to double enter contact details first before starting a quote. This is basic in quickbooks
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Shelley Wainwright commented
Where quotes are unsuccessful being able to export the contact details - name/email address/telephone number would enable potential lost sales leads to be followed up quickly.
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Kelly Hunt commented
Frankly, whoever decided to take away the ability to add a contacts name into a quote should be fired. When you send a quote you need to include the name of the person it's attentioned to. I'm not sure about anyone else but I can't even get the name into my quote now, and have been told that's how the new quoting form works. Ludicrous.
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Stu Dawson commented
Creating Quotes from a Contact - not working as before.
Until the update was done recently to quotes, you were able to create a quote from the contact and the name would automatically appear in the quote.
Now when creating a quote from a contact, you have to retype the contacts name in again.
It still works ok in invoices etc.
Can you please look into changing this back.
Seems to be a few areas where added steps are now needed in quotes. -
Dan Musil - Earthworker commented
Yep! Not sure why this functionality was removed from the new quote system.
Really want to ability to add and display customer contact details & address in quotes. -
Isabel Gamino commented
New Quote Form - Contacts link
There is a difference between the functionality of new quote page and the old one.
On the old quote page, when a new contact was entered and the quote was saved, you could then click directly on the contact field which was linked to the contact page. This allowed you to quickly add additional info (email address, phone number, etc). This made emailing the quote quick and easy.
On the new form, after you save the quote, the contact name remains in edit mode.... so you cannot click on it to get to the contact page. There is no link to the contact info from within the form - anywhere on the page. It is cumbersome to add the email address and phone number, requiring you to leave the Quote - go to Contacts - then come back to the Quote.
For a business that emails quotes to new contacts regularly - this is a real snag.
Can the Product team simply match the functionality of the contact name process to what the old for did? Just add the contact hyperlink as it used to be... or provide an alternate way to add Contact Email and Phone.
There are some nice things about the new quote form, but this issue is problematic... and it seems like it could be quickly and easily remedied.
Please help us here... Thanks.
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Isabel Gamino commented
Quote - Contact Info
Include the ability to add the contact email address and phone number to the quote form.