JobBOSS | Ideas

Add a Shipping tab to Customers

This should be set up very similar to the Addresses or Contacts tabs. We should be able to define shipping default methods and have a place to include their shipping account number for that method.

If a customer has given us their UPS or FedEx account number we currently have to put that in one of the Custom tab fields.

  • Andy Knebel
  • Nov 4 2020
  • Future Consideration
  • Attach files
  • Kelly Erickson commented
    30 Oct 21:30

    Under user defined settings you can add multiple shipping methods with account numbers

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  • Laura Bothe commented
    November 19, 2020 17:34

    This is a terrific idea! There isn't any place to store multiple methods of shipping for a single customer or account numbers.

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