New Invoicing change - I have to now click in Contact Field
New Invoicing change - I now have to click in Contact Field of every Invoice.
Has Xero made a change here?
When I create a new invoice, it used to automatically take me to the Contact field so that I can add the contact.
I now have to Click in the contact field for me to input a contact for the invoice...
This is messing with my muscle memory again...I thought Xero were trying for less clicks, not more clicks?
Am I going insane?
Lynette M Carson
shared this idea
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Kristi Hourigan
commented
I hope this is fixed soon as I can be typing 'nowhere' only to realise I have to select the field manually, I much prefer when the Contact field is automatically selected when creating a new invoice!
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Sally Stubbs
commented
Thank you for the update and I can see the value of having a short cut pop up to the account contact info, perhaps as a suggestion to maintain the cohesiveness of the system it would be a god idea to maintain the hyperlink as a link back to the main contact page (like all the links work throughout the system) and add a small 'i' - info icon in the invoice template to access info as a pop up.
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Sally Stubbs
commented
The company name used to be a hyperlink to take you back to the contact main page when you are viewing an invoice. Now it gives you a summary box of the company address - really dont see the value of this change. It has introduced yet another change to the flow of work that creates more clicks per action. You cant get out of the invoice unless you use the browser back button or Control-enter on the company name (twice) to open a new tab of the contact. Please restore the company name hyperlink to the company contact page. Its the first hyperlink in the whole system that does this type of action and just seems very strange