Partner Zone

Share your ideas for improving MYOB Business/Essentials. Vote on ideas and discuss them with the MYOB product development team.

Product Ideas

Invoices: Open customer record directly from transaction

Experienced Cover User

16Posts

25Kudos

0Solutions

16 Posts
Experienced Cover User
New
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I am an electrical contractor and part of my work requires me to write electronic certificate of compliances. Quite often I have MYOB on one screen and then the compliance page on another screen. The compliance screen requires me to provide name, address, email and phone number. 

 

It would be good if MYOB had a small ( I ) information button next to the customer details that could launch the full customer details tab from with in the invoice. This would make it easier for the tasks that I do as apart of my business.

 

Im sure it wouldn't be that hard as the drop down box already pulls some of the customer details from the database. Let me know your thoughts MYOB

 

"Greater customer address details"