Company record upgrade

Under Consideration

Follow

Wes Barker

• December 19, 2023 14:45
• Edited

Currently when you create a new customer and enter a company name, it does not communicate with the actual "company" records in deco.  It does not create a new company in the company list and it does not assign that customer to said company.  It does nothing really.  If you are choosing a company for a new or existing customer in the create or edit customer details screen, can we get a drop down search feature to select from existing companies or create a new and actual record.  

All company fields in deco should tie back to the actual company records.

4

• 

  Duncan Horlor

  • December 19, 2023 09:32

  I thought the same. The company record is more important for B2B work than the customer record really. It would be great if Company could be used and then be able to have different contact emails in there to. You could have the person doing the purchasing's email and then also the accounts email for sending the invoice to.

  Comment actions Permalink

Please sign in to leave a comment.