4 results found
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company profile dashboard
The company profile dashboard currently has some bills and invoices belonging to the company.
However, the organization of this is not quite easy to navigate around as someone would have to remember the bill numbers in order to find bills here. Instead, it would be great if there was a way to sort the bills by due date or closed dates. etc
12 votes -
Searchable fields for companies
Today we only have 2 searchable options for companies. It is the name and the External Identifier.
It would be great if we have more fields to search for in the searchbar i.e. phone number / e-mail address / fiscal information.
When the company profile is getting more and more attention with company billing and such it would be easy to implement a couple of more fields so it will be easier to get to the profiles.
7 votes -
Multiple email addresses
It would be easier to have multiple email addresses per company. One for the accounting department (invoices) and one for the confirmations for example in stead of making contact persons for every company.
3 votes -
Include 'Add New Company' Button From Guest Profile Screen
If you're searching for a company but the company doesn't exist in the system, usually there is an option to 'add new company' but this option doesn't exist when searching in the company field of the the guest profile for some reason. This would be super handy and avoid a lot of extra clicks.
1 vote
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