Contacts: Don't populate the Business Name for Individuals
Would appreciate it if this could be reviewed and fixed as it appears to be a bit of glitch in the formatting... When choosing an "individual" customer - you can leave the business name blank, but upon saving the First & Last Name default in teh Business Name Field. The help files advise on the business field is mandatory for business & First/Last name is mandatory for Individuals - so why does it fill in when not neccessary. Looks messy and is unnecessary... "Customer Contacts: Business v Individuals"Adding Contact Names to Email Template
Hey there I think it would be great to be able to add the contact person's name to an email template. {{contact_name}} or similar? As someone who teaches children, my customer names are all of the people I teach, and I put their parent or caregiver's name as the contact person. If the emails are being sent to the contact person's email address, why wouldn't you be able to address them in the email. Rather than, "Hi, Little John. Here is your invoice for your fees....." (Little Johnny is 5 years old and doesn't get the email.). It should instead be "Hi, Little Johnny's parent or caregiver. Here is the invoice for Little Johnny's fees.....". I know I can change the customer's name to the parent's name, but when I'm invoicing and going down my role of a couple of hundred students, the last thing I want to do is try and remember the parent or caregiver's name or surname (which is often different from the child's). This would make a lot of sense to other businesses too. If you're invoicing a business, you wouldn't address the account /contact person by the business name! What do people think?
GST-free on Supplier Cards
I have some suppliers who are GST Free. Every time I enter them into the expense, it defaults to the expense's tax code. There is no place on the supplier's card to add the tax code. Please allow options to change the tax code on suppliers' Cards. Based on the updates made to everyday entries, I expect this change to happen in about two years. The lack of updates/corrections to make things less frustrating takes too long. No wonder businesses are moving away from MYOB. Many people don't even consider suggestions to vote for ideas, so don't wait until you get enough votes to make a change. Programmers are not bookkeepers and don't realise how frustrating things can be when trying to work efficiently. Take onboard the suggestions, and make the changes sooner rather than later. Happy MYOB bookkeeper, happy life.
Contacts: Individual Payment Terms
We need to be able to apply Payment Terms to Individual Customers. We suggest for this to be an option to be set up under the customer details. Currently you can only set the payment terms at a global level and have to change it every time you create aninvoice for a customer with different payment terms than what has been set as default. Can you please look at this asap as this would save time & improve efficiency! "Individual Payment Terms (customers and suppliers)"
Contacts: Increase the Name field character limit
In the new Essentials the number of characters for customer names (company and individual) appears to limited (this was never an issues in the old Essentials). We have a client that sells assets that require financing and the financers oftern request the full name to be inlcuded in the tax invoice. We have reverted to using Excel to prepare tax invoices. MYOB please fix this as a matter of urgency! "Contacts"
Contacts: Add ABN for suppliers
It would be great to have an abn field when adding a new supplier contact under the expenses menu. Otherwise, it would be great if we could choose which fields (including the abn field) we would like displayed in the view contacts menu. Right now, I can't tell if I've entered abn numbers for all my suppliers without having to go through each and every contact. Cheers, "ABN field"
Contacts: Multiple contact names
I think many businesses may benefit from having multiple contacts (e.g. primary ANDsecondary etc.) within a business contact. It would be useful to be able to store multiple contact details particularly phone numbersand email addresses. In addition to this, MYOB may then require you to select the appropiate email address/es when sending quotes or invoices, or give you the option to add an email that is not listed in the contact file, just as they do now. "Multiple individual contacts within a business contact"
Contacts: Voice over IP application to direct contacts through software
Hello, I was suggest to create an app that allows customers to call some body on voice over IP to a regular phone number like PSTN or Mobile. So basically customers can call customers directly within the MYOB application without having to use an external phone like IP desk phone or mobile to call customers. I guess sort of like a voice over IP application embedded within the MYOB Software so it is real easy for people to call back customers. http://www.creativedesigns.skybridgedomains.com "Voice Over IP calling option"Create bill: Terms option - End of Week + x days
In Essentials On Line it would be great to be able to add supplier credit terms. At present when entering a bill it flags to a random date of it's own but as most bills are paid 20th of the month following or last day of the month following it would be great to be able to flag that option rather than having to change the date for each bill entry. "supplier credit terms: End of Week + X days"Report: Contact - Sort alphabetical
When I went to Reports to get our customer list, I was surprised that the list was not ordered alphabetically. I'm surprised that I even have to post it as a subject, because it is such an obvious thing that lists must be arranged alphabetically or in some other workable order to be useful. What is the point of having a randomly mixed list of customers? It's impossible to find a name there quickly, which is why you need one. So, MYOB developers can you please make changes so that the customer or supplier lists are generated an alphabetical order. The contacts are indeed listed alphabetically when you reach them through View Contacts, however when one needs to have them printed out, the list in Reports is generated in a random fashion. Thank you. "Contacts"