Invoices & quotes

1 result found

1. 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.

   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… more

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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we appreciate your idea and interest for this here. We apologise it's been a bit quiet on our front till now, however I want to assure you product ideas continues to be a core channel for our product teams as they continue to plan their roadmaps.

   I'm pleased to share an update that this is a feature our product teams are currently taking a look into. As soon as there is further news on this to share I'll be back with another update for you on this.