JillS's avatar
JillS
Experienced User
12 years ago
Status:
Archived

Sales: Show customer's address in drop down list

Hi

 

I would find it very helpful to have contacts' addresses display in the drop down list, as we have around 1,000 residential/individual customers per year we are creating invoices for.  Many of them have the same surname, so the names themselves don't mean much to me, I identify them more by address when I am creating another invoice.

 

Jill

 

"Contacts drop down list"

3 Comments

  • JillS's avatar
    JillS
    Experienced User

    I need to be able to identify customers better (by address) in the drop down menu when creating an invoice.

     

    I have done a work around that makes the customer's address appear with their name by using the business option, then cutting and pasting their address a second time into the primary contact boxes when creating a contact -  time consuming and clumsy.

     

    But otherwise I would have dozens of names and hundreds of repeats of the same rental management firms that mean nothing to me without a searchable address reference when creating an invoice.

     

    Anyone else have the same issue?

     

    "Contacts drop down to include address for invoicing"

    • Liam_M's avatar
      Liam_M
      Former Staff
      Status changed:
      New
      to
      Open
      Thanks for the great idea Jill. Anyone else who would like a searchable address field when entering sales please cast your vote here.
  • Status changed:
    New
    to
    Archived

    Thank you for the idea. Unfortunately, this request has had little support from the community since it was submitted, so we are moving this idea to the Archived status. For more information on Idea Statuses, please read this article: Changes to our Idea Exchange pages