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Customer work flow

Andy McBride   ( User )

Commented 6 years ago

I like the way that the search feature works. However, it would be nice for customer searched if you were taken to the customer information card in stead of the customer edit field.


Add a "new invoice" button to the customer information card. This way no matter how you get to a customer you can edit it or create a new invoice for that customer.

Denis Dulici   ( Admin )

Commented 6 years ago

Thanks Andy for the suggestion, just added here.

Andy McBride   ( User )

Commented 6 years ago

Would also be nice to have the ability to delete the customer from the customer information card. If you discover that you have a duplicate, backing out to the search and determining which one to delete is problematic as yo may pick the wrong one to delete. 

Andy McBride   ( User )

Commented 5 years ago

Any way the the 'add invoce' button could be bumpted up on the priorities? I like the customer cards a lot but they are not very usable in the work flow. Adding the ability to create an invoice directly from the customer card would be very beneficial (to us). Thank you.

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