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Nic Andrews

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  1. I should have option to set the default value in the contact display should be conatct person name or company name?

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    1 comment  ·  Zoho Books » Inventory  ·  Admin →
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    Nic Andrews commented  · 

    I have an automation set to create clients when they sign up via Typeform and the default Customer Display Name is just a combination of their first and last. For me, it would be hugely valuable to be able to choose what the default display name is ie company name (instead of customer name)

    Nic Andrews supported this idea  · 

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