Settings and activity
2 results found
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3 votes
Appreciate your feedback here, Helen. We already have existing idea that we've added your vote to for the first 3 points you've shared. You'll receive any updates of progress for these separately. I'll just adjust the title for your idea here to reflect your last point around the formatting of a contact name. We'll let you know if there is any change planned for this, here.
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Lisa Hunt
supported this idea
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351 votes
Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
An error occurred while saving the comment Lisa Hunt
commented
I have two clients who enter their sales invoices manually and don't need to send them to clients. They both HATE the new invoicing and although I am trying to encourage them to get used to it, it is a hard sell. The extra time to add the contact and approve and email is of no benefit to anyone. We need the option to unselect these options.
Lisa Hunt
supported this idea
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I particularly need to turn off the autosave. We use A2X to import sales and I consolidate the transactions before approval. If I make a mistake consolidating the numbers then the autosave is a real hinderance.