It would be useful to be able to search organisations by postcode. We have a lot of organisations with long or similar names, so when they phone up it would be a lot easier to enter their postcode into the search box0 votes
This makes sense, thanks for posting. We updated the servers so now you can search People & Organizations using post or zip code 📫
It would be great if we will be able to put to the CURRENT registration and VAT numbers for our customers.
In my opinion this data is necessary to put to the Contract Agreement and so one1 vote
Across customer conversations, adding a tax number field is a really popular idea so we’ve added it as a standard field to Current.
If you enter a tax number against an organization, it automatically pulls through to our default invoice documents.
We’re not often asked about adding an organization registration number, so we’ve not acted on this just yet. If this is something that’s important to you, create another idea on our wishlist. Remember you could use the “Account Number” field here.
It would be useful to be able to set a default value on this field so that new customers are treated as cash or payment in advance until such time as a credit account has been setup.4 votes
Great idea, we’ve added that to Current! Head to System Preferences and toggle “Default Cash Customer” to YES to make it so that all new organizations are cash customers.
I have several locations that have multiple 'studios' so entering details is time consuming. Same way other info can be cloned it would be useful if this worked for venues.2 votes
Excellent idea. We added the option to clone a venue – check under “Actions” on a venue page. Happy cloning! ✨
Under organizations, I wish the details on the right included the state & zip1 vote
This is a great idea! We updated the servers so that you’ll now see the state and zip on the details pane.
Sometimes you just have to print an address able without relation to job or task, so it would be great if we can print adress directly from Adress record1 vote
When creating a new organisation, please add a create new contact after add existing contact, and similar in create new contact for new organisation. Only been using the software a week and this seems glaringly obvious omission.3 votes
Once you’ve created your new organisation, hit “Create new contact” under the Contacts heading on the left to create a new contact linked to this organisation. All of the organisation’s details will be pulled through to the new contact page for you so you don’t need to re-type addresses or telephone numbers that might be the same.
We'd like to be able to assign a contact to a venue the same way we do with an organisation.
The venues often have a team of sales staff for events so would be handy to link to the correct team member.4 votes
We’ve just updated the servers with this change and will be updating the documentation shortly.
Offer a venues database to provide suggestions in the delivery address field of an opportunity, to prevent having to enter duplicates of each venue as a delivery address for multiple organisations.13 votes
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