Settings and activity
3 results found
-
2 votes
Hi 👋 thanks for engaging in the product idea forums. To check, when you say you'd like the Invoice reference to autofill from the account number - would this be the Contact Account Number from their contact record?
An error occurred while saving the comment
A Bridge
shared this idea
·
-
88 votes
A Bridge
supported this idea
·
An error occurred while saving the comment
A Bridge
commented
Amazing that this still hasn't been done. It can't be that difficult ?!?
-
5 votes
Appreciate the feedback here team. We'll track the interest for this here, however not something we have direct plans of right now.
Perhaps, right now the Contact Account Number could be used for this?
An error occurred while saving the comment
A Bridge
commented
@kelly can you explain a little further what you mean please?
It really shouldn't be difficult to have the reference on an invoice point to whatever field in a contact we choose. I didn't realise this website existed so now it does I'll be adding my vote to all sorts of things! thank you :)
A Bridge
supported this idea
·
Yes! It would be so helpful