Settings and activity
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92 votes
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Duncan Philps-~Tate
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4 votesDuncan Philps-~Tate
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5 votesDuncan Philps-~Tate
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26 votesDuncan Philps-~Tate
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71 votes
Hi community, we understand how being able to add a persons job title in contacts would help distinguish and identify within a contact.
Being open, this isn't something we have plans of for the time being. Right now, though not the ideal solution you could possibly use the notes feature in contacts to add detail of the differentials. We know this won't solve the needs for everyone in the idea but may help for some scenarios.
If there is any plans made around this we will update you of this, here.
Duncan Philps-~Tate
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138 votes
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
An error occurred while saving the comment Duncan Philps-~Tate
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We really need a separate field on the invoice to hold customer's PO number. "Reference" might be used for something else (eg Training attender's name). And many parts of the NHS now require PO and are using character recognition to scan invoices - therefore need to be able to find it easily, if not in a specific area of the invoice.
Duncan Philps-~Tate
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Facility to restore a voided invoice seems essential to me, if only to enable numbering sequences to stay aligned across systems. If you want tighter control, allow it only by supervisor with higher level authorisation.
I've hit this today because someone voided an invoice that was refunded. It should have been matched by a credit note so that I can do a tidy refund. Now it looks as though I'll need to go round a lot of houses to get there.
(I note that this idea has been hanging around since 2022, so I'm not holding my breath, especially given the extended life of the even more important field for customer's purchase order ref on invoices, on which there has been no movement for years).