Improve Customer Information and Organization
Enhance the organization of customer information (add more first name, last name, email fields)
I love Quickbooks, but one of the negatives are we have multiple contacts for our customers and are unable to organize our contact list. To better organize our contacts (and to potentially use the email functionality) I would like to see more name fields so we can put the first and last name of the other email addresses. Currently we are able to put 1 first and last name and 2 or 3 email address but no way organize the names with the emails addresses.
I would be great if we had to option to add separate email / first name / last name fields under "Customer Information"
See example attached. We have three emails listed, but only able to have 1 persons name in the First name / Last name field. This would also help as the email field has a character number restriction and we can't put all the email addresses in the field and are focused to use the notes field.
Kelsey B
shared this idea
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Zaheer Awan
commented
Ability to fix discount for a particular customer so that every time an invoice is created for that particular customer, the discount is automatically applied
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Sophia Tromm
commented
Need to see the customer address in the app. We have hundreds of customers, many have similar names. The guys in the field need to be able to confirm they are invoicing the correct customer by confirming name AND address. Please add this option!