Settings and activity
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76 votes
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Wayne Greasley
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30 votesWayne Greasley
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1,435 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Wayne Greasley
supported this idea
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Include contact notes in the pop up window when contact is selected in the Invoice screen.
Currently in the invoice screen when you click on the contact brings up a pop up window detailing contact contact info, contact address, and amount owed.
Can this pop up window be expanded to include the contact notes ( in the contact details screen) this would enhance usability by allowing the user to easily view key contact notes when in invoice screen. which for us is used to identify whether a customer requires PO #, special discounts, preferences etc.