Accounting Ideas

Automatically add Customer e-mail and phone numbers to quotes/invoices & dispatch docs

We add all the customer info into sage when we set the customer/quote up - address, contact name, telephone number(s), e-mail address etc.

However, the Sage document templates only show the customer name & address - we need to show the telephone & e-mail details automatically on these documents. What's the point of adding this info into the customer profile if it can't be used anywhere!!

In the document settings we just have the options to select customer "Show Due Date" & "Show contact name" - why not simply add "Show contact e-mail" and "Show contact telephone number"?

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  • Aug 14 2023
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