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
  • Laura Bothe commented
    19 Nov, 2020 05:34pm

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