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

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  • Updated 2 months ago
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...
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Dave Dennis

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  • Annoyed about obvious design faults.

Posted 3 years ago

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Shane, Employee

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Hi Dave,

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

Regards,
Shane.
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Dave Dennis

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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.
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Dave Dennis

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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.
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Jaun-Paul Gulliver

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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.
 
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Paul Andrew Jones

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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"
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Dave Dennis

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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.
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Rav, Community Manager

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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
(Edited)
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Dave Dennis

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Bump. Rav, you haven't responded to this and it's 9 months later. Has it been fixed?
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Sonia Connon

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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.
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Data Rec, Employee

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This request has been added to the feature wishlist.
https://ideas.reckon.com/ideas/RKN1-I-357


(Edited)
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Dave Dennis

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About flippin' time.
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Natasha Loohuys

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this feature is make or break for me signing up to reckon. Is there a solution yet please?