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Reckon Product Ideas
Make a difference by sharing your ideas with the Reckon product development team. Your votes will directly influence the product roadmap and help guide our products future direction.

Please note all new ideas remain hidden from public view until reviewed by our team.


Announcement: September 2023

We are currently well underway building our next-gen user interfaces, starting with Payroll web and mobile (released), Invoices mobile (released) and soon, advanced Payroll, Reckon Mate enhancements, and Time web.

Where appropriate we'll add features from the Product Ideas Portal to both old and new interfaces, or, where new is replacing old, we'll add to the new range only.

Thank you for your patience - whilst we understand building new interfaces and products takes longer than adding a feature, we are certain the new designs will ultimately provide a better experience for all our customers.

Regards,
The Reckon Product Team


Status Implemented
Workspace Reckon One
Categories Basics (core)
Created by Guest
Created on May 21, 2018

Have the First name and Last name fields available for contacts of type Business

This is useful for all the other products that we want to be migrated into Reckon One, such as our own products and those of competitors.

A business can have a designated primary contact person.

In Reckon One currently, there is no facility for this.

When a contact is set as a 'business' type, it only has the Business Name and Display Name fields available.

When a contact is set as an 'individual' type, it has the First Name, Last Name and Display Name fields available.

  • ADMIN RESPONSE
    May 9, 2021

    Now available via the new 'contacts' options.

  • Attach files
  • Admin
    Jason Hollis
    Reply
    |
    Feb 1, 2020

    @david. No unfortunately this is not simple as the UI (user interface) uses a bit of magic to appear like those fields exist.

  • Admin
    Jason Hollis
    Reply
    |
    Feb 1, 2020

    Update:
    We have started the design work. It's not a simple task as we will be introducing the concept of a contact to a business. This will allow a customer or supplier (or employee) to have many contacts. This solves the other issue of not being able to email different people connected to a customer or supplier eg. You want customer invoices to go to a specific physical address or email address (say accounts payable) that isn't your customer contact for day to day communications. Again it's a matter of priorities and with only limited votes we have the unpopular task of de-prioritising work that is lower down on our customer's own priorities. Regards, Jason.

  • Guest
    Reply
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    Jan 31, 2020

    Agree totally, incomprehensible.

  • Guest
    Reply
    |
    Jan 30, 2020

    Why is the Customer contact name field still available for addition onto invoices? The field is there in the company details. This surely is a simple change to make to the output template system. I do not comprehend why it should take years to decide on. Every CRM I have ever seen has the capacity to identify a contact person for a company. Just get it done already...

  • Guest
    Reply
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    Jan 30, 2020

    Is this going to be set up any time soon? What a huge oversight!

  • Guest
    Reply
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    Sep 10, 2019

    I am also finding that I am editing the email every time a send an invoice - not just the name but it would be helpful to be able to include the reference field as part of the text so the client can easily understand what the email relates to without opening the invoice.

  • Admin
    Jason Hollis
    Reply
    |
    Oct 2, 2018

    Hi Rhonda. We are wanting to redesign the contacts interface completely, and have commenced a review internally. I'll update this status to 'under consideration'. 

  • Guest
    Reply
    |
    Sep 26, 2018

    The first name field should then be the feed for the email salutation. The current situation is very sterile, so I have to manually change it every time.

1 MERGED

First Name and Last Name fields to be available when contacts are of type "Business"

Merged
Useful for all users using Reckon One. Also useful for users migrating to Reckon One from other Reckon products and competitor products.
almost 6 years ago in Reckon One / Basics (core) 0 Implemented