Customer details | Voters

Customer details

planned

SnH Geelong

Its a little one but can get the purchases name to autofill from the first and last name. It used to do it and its a real pain when client has a long name.

April 21, 2020

Ashley Gale

marked this post as

planned

Ashley Gale

Merged in a post:

Put the code back in that combined the First and Last name fields

Robert McMurdo

Old SMS created the purchaser name for you but still allowed a manual overide , I miss it :-(

October 8, 2020

Ashley Gale

this one is tricky, so hoping to get some more feedback/ideas.
I could add a button to add the name, but that would be in the way.
We could automatically populate the clients full name once you click out of the last name field and the Purchaser Name is blank, but that would be every time.
Is there a preference from the voters or a better idea out there?

Ashley Gale

out of curiosity what % of your clients are different?

Owen Sacco

You can still do this if you enter the clients details when you press create quote