Settings and activity
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28 votes
Hi everyone, appreciate all the engagement here so far. It has been a while, so wanted to update the status of this idea here. We understand that when you’re managing contacts, having a clear way to separate a legal entity name from a trading name can be important for keeping your records accurate.
The suggestion here is to add a dedicated Legal Name / Business Registered Name field to contact records, so this information can be stored separately and used when managing documents, reporting, and client details.
We’ve moved this to Gaining Support so we can continue tracking interest and gather more examples from businesses that need to manage different legal and trading names in their workflows.
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Kayla Van Manen
supported this idea
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184 votes
Thanks for your feedback, everyone. We really appreciate you sharing your thoughts and the needs you've expressed about how auto linking recurring invoices to projects would save time, and give you more insights into project profitability.
The primary way to link repeating invoice line items to a project is to manually assign them to the project once the invoice has been generated, though we know you're looking for ways to streamline this process.
We've carefully reviewed all your comments and the strong desire for this functionality, however after much consideration, we've decided that we won't be developing the ability to assign repeating invoices to projects in the foreseeable future.
We understand this news might be disappointing, especially for those who've been vocal about this need for some time. Decisions like these are always tough. We have to balance a wide range of requests and development priorities across all aspects of…
Kayla Van Manen
supported this idea
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It would be great to have a spot to enter DBA names in the contact page. Most vendors we pay have payments made out to their DBA but then when it comes around to 1099 time, the wrong name is in the system because they only operate under their Sole Prop. with their name. It would be nice to enter both so we can see them but yet when we transfer the information to Track 1099 it would only pull the legal name.
A notes section would also be very helpful for misc. things that should be notated under the contact.