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  1. Remove Individual Name when business client.

    Make so at the customer creation screen, you can select if its a business or individual. If its a business do not require a First/Last name of a person.

    As it is now it requires the first/last and then that name appears on everything in the system. I don't want an individual name to appear on anything when it is a commercial client. That includes any labels, invoices, estimates, Tickets, etc.

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Nick — Our Template system has a specific tag that can replace the customer name for this case. When use, it will either include the customer name or only the business name. The tag is: {{customer_business_name_or_customer_full_name}}. And it’s available in invoices and tickets. Is this what you’re looking for?

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