Reckon One Customer Contact has no field for persons name, but email template has and

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Dave Dennis
Dave Dennis Member Posts: 29
edited February 2020 in Reckon One
I am testing out sending invoices via email from Reckon One, and I've noticed in the template it has <contact name> but it actually uses the company name to fill this field. It seems stupid to have <company name> and <contact name> options both displaying the business name. I think <contact name> should display an individual contact person's name (or "Accts dept" or whatever). There is no field to enter a "Contact person" name in the Customers screen.
As it it is the default email template outputs "Dear Full Business Name,..."
Stupid...

Comments

  • Shane_6461899
    Shane_6461899 Reckon Staff Posts: 339 Reckon Staff
    edited February 2020
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    Hi Dave,

    It depends on if the customer is setup as a business or individual.image

    Regards,
    Shane.



  • Dave Dennis
    Dave Dennis Member Posts: 29
    edited October 2016
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    There is still an inconsistency. Every CRM I've seen has options for a contact person at a client company (As did Reckon Accounts even at the basic level).
    My point is that the email template has a field option for both i.e. <contact name> and <company name>.  It looks very odd to have my email come up automatically as "Dear Business Name,". Also, as <contact name> is showing the business name then what is <company name> showing? Pointless having both as it is now.
  • Jaun-PaulGulliver
    Jaun-PaulGulliver Member Posts: 2
    edited January 2018
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    HI Guys, I have the same feedback. The invoice email template provides for a contact name yet I can't see where my contacts name or title is supposed to be added on the Contact pages.

    Surely this is an error??? All the other accounting solutions I have used has always included a contact so you know who the invoice is supposed to be sent to. This makes sense does it not?

    Please let me know I have made a mistake and simply cant see where this field is located.
     
  • Paul Andrew Jones
    Paul Andrew Jones Member Posts: 1
    edited February 2017
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    Has anyone seen a solution to this yet? I am having the same problem right now. It look stupid sending an invoice to "Dear Business Name"
  • Dave Dennis
    Dave Dennis Member Posts: 29
    edited February 2017
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    Shane, as you can see below there is some desire (not just me) to address this problem and I can't see there is a good logic for how it is now. PLeaseput in a request for a client contact name to be added and linked to the available invoice fields.
  • Dave Dennis
    Dave Dennis Member Posts: 29
    edited February 2017
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    Apart from the lame answer above I've not heard anything else, but I replied directly to Shane's response to look for something better to happen.
  • Rav
    Rav Administrator, Reckon Staff Posts: 15,392 Community Manager Community Manager
    edited January 2018
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    Hi folks,

    I'll check in with the Reckon One team around any further developments in this area and will let you know.

    Cheers
    Rav


    ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.

  • Dave Dennis
    Dave Dennis Member Posts: 29
    edited November 2017
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    Bump. Rav, you haven't responded to this and it's 9 months later. Has it been fixed?
  • Sonia Connon
    Sonia Connon Member Posts: 31
    edited January 2018
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    When are we going to have a resolution to this issue.  We definitely need a contact name field in the Customer Contact for Businesses.  All companies need to have a contact person.
  • Datarec_ReckonLtd
    Datarec_ReckonLtd Reckon Staff Posts: 1,063 Reckon Staff
    edited July 2019
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  • Dave Dennis
    Dave Dennis Member Posts: 29
    edited August 2018
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    About flippin' time.
  • Natasha Loohuys
    Natasha Loohuys Member Posts: 1
    edited February 2019
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    this feature is make or break for me signing up to reckon. Is there a solution yet please?

  • Glenn_10336226
    Glenn_10336226 Member Posts: 6
    edited January 2020
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    Is this going to be set up any time soon? What a huge oversight!
  • Dave Dennis
    Dave Dennis Member Posts: 29
    edited January 2020
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    I do not understand why such a simple feature is taking so long to rectify?! This is nuts.
  • Andrew Blow
    Andrew Blow Member Posts: 1
    edited February 2020
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    When will this be fixed?
  • EricG
    EricG Member Posts: 2
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    OVER 5 YEARS.

    That's how long this question about adding a contact name to an invoice has been requested.

    And been ignored by Reckon.

    Come on guys, lift your game.

    You've increased the monthly cost of this program from $22 to $27.

    I'll be looking for another accounting program which has this simple, basic feature.

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,392 Community Manager Community Manager
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    @EricG

    The ability to add individual contacts to customers in Reckon One is available. See info in the article linked below.




    ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.

  • EricG
    EricG Member Posts: 2
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    Thank you for responding.

    I'll check it out.

  • Eric Murphy
    Eric Murphy Member Posts: 216 ✭✭✭
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    Pretty civil response from the admin to such an arrogant comment. Particularly when you clearly don't know what you're talking about Eric.