Nevillethetech's avatar
Nevillethetech
Experienced Cover User
10 years ago
Status:
Done

Invoices: Add new customer - Enter phone number

When setting up new customers during the invoiceing process, it would save a lot of time if all customer details could be accessed and entered. In other words enter the customers phone number(s). this would save having to edit the customer detais after raising an invoice. 

 

"Setting up new customers"

6 Comments

  • Status changed:
    New
    to
    Open

    Thank you very much for your suggestion Nevillethetech 

     

    I can see being able to fill in full customer details when adding a customer during the invoicing process would speed up the work flow. I encourage other users who wish to see this ability to cast your vote and/or leave comments. 

  • Di-Di's avatar
    Di-Di
    Experienced User

    When entering a new contact while doing an invoice you open the drop down box there is no where to enter a phone number or email. But it has country?

    I'm sure most uses would much rather phone/mobile and email. As apposed to country. It is email or phone that you will need before anything else. Can you please look at this soon.

  • CloverQ's avatar
    CloverQ
    Former Staff

    Hi Di-Di

     

    Thank you for the feedback.

     

    This idea has already been brought up in the Essentials Idea Exchange, therefore I've merged your idea with this one. I would encourage you to cast your vote here by clicking on '+Vote' next to the idea topic, the votes will help our developers prioritise their work.  

  • Di-Di's avatar
    Di-Di
    Experienced User

    That first comment was 6 months ago. I don't need all the details if that's too hard. Just the important ones.

    Delete country, suburb whatever and insert phone and email! Please

  • Hi Di-Di


    Thank you for your additional feedback in regards to this idea. I've shared your comments with the team

  • Status changed:
    Open
    to
    Done

    Hi Everyone


    Using the Create customer option from within the Customer list on an Invoice within MYOB Essentials will allow the user to store a phone number as part of that contact creation. The phone number field is located in the Billing address section.