Charlotte

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  1. 361 votes
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      Charlotte supported this idea  · 
      Charlotte commented  · 

      The Custom fields on the Sales Entry Form are great for the Sales Entry Form but I want the custom fields as used on QB desktop to linked to customer not the transaction. For instance I know how the customer found me (source field with a drop down) and have customer type and a single customer may belong to several types. It is extremely useful.

    • 14 votes
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        Charlotte commented  · 

        in QB desktop I have a number of different invoice templates so would choose according to the requirements. For instance I only send my bank details to those who will be paying by bank transfer.

      • 257 votes
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          Charlotte commented  · 

          Totally agree. I use customer type to identify groups of customers to whom I may need to send a specific email. Without this I am stuck. A big limitation.

          Charlotte supported this idea  · 
        • 546 votes
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            Charlotte commented  · 

            In Quickbooks desktop I always search by postcode when a customer calls as it confirms their address and avoids issues such as lots of Smiths. Doing by postcode also checks that they have not moved so i am sending items to the right place. I am really shocked it is not there. This makes me seriously consider whether I would move to QBO.

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