Separate Company Name and Contact Name on Customers

Split the single Customer Name field into two: a company name and a contact person's name.

Today there's one field, so users have to choose between invoicing "Mutagent Inc." or the person they actually deal with, rather than capturing both.

Most B2B invoicing is addressed to a company but sent to a specific person. Having both would let the invoice show the company in the bill-to block with the contact named alongside it, and let email greetings and merge tokens use the person's name rather than the company's.

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Upvoters
Status

In Review

Board
πŸ’‘

Feature Request

Date

8 days ago

Author

Summer Lambert

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