hortique's avatar
8 months ago
Status:
New

Improve the "customer" contact pages

The customer contact pages are just the contact edit screen with the addition of "invoiced" values in the top right. Include some more valuable information like...

 

Jobs

- List of jobs associated to the contact

- # of active vs in-active jobs

 

Quotes

- # of quotes (via status - Open, Invoiced, Accepted, Declined)

- total $ of quotes

 

Invoices

- # of invoices

- total $ of invoices

- total balance due (currently shows)
- total balance overdue (currently shows)

 

Im sure there would be other usefull enhancements as well, like then moving edit to be secondary action, display contact details in a card format with an address(map).

 

 

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator

    Hi hortique,

    Thank you for sharing your suggestion. It has been forwarded to the relevant team for consideration in future updates. Should you have any additional queries in the meantime, please feel free to post again, and one of us will be delighted to assist you.

    Regards.
    Earl