Settings and activity
2 results found
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15 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
commented
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.
Peter Hunter
supported this idea
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3 votes
Hi Peter, we get why being able to see the number of entries in the History and notes section at a glance would be helpful, especially when you're quickly checking for activity on an invoice.
It might seem like a small change, but we can see how it would save time and make things just that bit easier when you're managing lots of transactions.
This idea is now in the Gaining Support stage, which means we’re keeping an eye on how much interest it gets. Feel free to add your vote or share how this would help you, the more context we have, the better. We’ll keep this thread updated with any news.
Peter Hunter
shared this idea
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This would be very useful.
Kelly, yes..... Lee means the 'first name' and 'last name' fields. Currently only the 'contact name' is collected when entering an invoice/bill for a new client. When using Xero to email the invoice/bill, the email can only be personalised when the 'First Name' field has a value.
I know that you go into the contacts details and add the 'first' and 'last' names, then send the email....but it is time consuming.