JobBOSS | Ideas

Add Auto-Fill/Auto-Suggest Functionality in Deposits Module

Currently, in the Deposits module you have to enter in the customer name exactly as it is set up in the Customer module. It can sometimes be difficult to remember the exact spelling of every one because at a certain point you need to start to get creative with Customer names because there are so many similar ones. If the input box in the Deposits module worked like so many of the other ones where it has an auto-fill/auto-suggest dropdown (like in Jobs or Quotes), it would make things a lot easier and quicker while entering deposits.

  • Chris Reid
  • Jan 18 2021
  • Future Consideration
  • Attach files
  • Tiffani Myers commented
    January 04, 2023 16:21

    Also maybe there could be a function to just be able to enter Invoice numbers and it will automatically pull the customer over. We have several customers that give us a spreadsheet of the different locations being paid at once with just an invoice number and total listed.

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