Settings and activity
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2 votes
Hi Lee, just to make sure I've got this right - When you say you'd like to add the contact first and last name this would be for the person on the Contact record?
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Peter Hunter
supported this idea
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2 votesPeter Hunter
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353 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
Peter Hunter
supported this idea
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I agree with Lee..... when adding an invoice with a new contact, being able to add the contacts first/last name of the contact would be useful. At the minute, only the business name can be entered during invoice creation....you then have to navigate to the contact details to add a first/last name before you can then email the invoice (at least if you want the email to say 'Dear John, ....')
I would suggest that is would be rare to add a new contact/business and NOT want to add a specific person.