Sales Invoice - Ability to enter new contact first/last name from an invoice
When adding a new contcat from within an invoice, it would be useful to be able to add the contact first/last name. Currently you can only add the business name, email, phone number and addresses. That means unless you open up the new contact in a separate page to add in the contact first/last name (which is time consuming), then when the invoice is completed the email cant be addressed to the person's name. Would be much simpler to have first/last name field within the new contact section of the invoice.
Lee Marquis
shared this idea
Hi Lee, just to make sure I've got this right - When you say you'd like to add the contact first and last name this would be for the person on the Contact record?
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Peter Hunter
commented
I agree with Lee..... when adding an invoice with a new contact, being able to add the contacts first/last name of the contact would be useful. At the minute, only the business name can be entered during invoice creation....you then have to navigate to the contact details to add a first/last name before you can then email the invoice (at least if you want the email to say 'Dear John, ....')
I would suggest that is would be rare to add a new contact/business and NOT want to add a specific person.
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Lee Marquis
commented
Thanks - yes there is no way to add the contact's primary person first/last name (see attached). You can create a new contact from within the invoice but there is no where to add a first/last name, so when you go to send the invoice the email starts with "Hi ," instead of "Hi John,". I have to create the new contact (within in the invoice) and then open a new page to edit that contact so I can add in a first name.
