The following are key issues with the new system that the old one never had... With bank transactions: - Uploading receipts to tray used to always regester, now half of them can't be read and re...
Agree with all of the above. My particular issue is that we can no longer have the contact person's first name in the invoice email. We work with a lot of small businesses and sole traders who we interact with in person. I would like the option of addressing them by name in the email and reminders like we used to. If the contact is a business the "contact person" should have first and last name fields which can be inserted into emails.
In the same vein, when creating an invoice I can only pull the business name in the dropdown whereas before I used to be able to search any part of their business, first or last name and it would come up. Our business works with people who happen to be in business, not busnesses that happen to have people.
A workaround I found for this edit the company contact, toggle the contact to Designation - Individual, put the persons name in the First Name field, then toggle contact back to Designation - Company, then it will grab that persons name in the invoice email :)
