Setting up new customers

[Nevillethetech]

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. 

[CloverQ]

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]

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]

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]

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

[Steven_M]

Hi @Di-Di

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