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About the Customer/Vendor Info, Settings and Subpages category
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0
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21
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January 12, 2026
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Add a 'Make Visible on Portal' toggle option to task settings
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0
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46
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April 29, 2026
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Add "View Line Items" icon to Purchase Orders List Widget on Customer Dashboard
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1
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17
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March 19, 2026
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Option to Show Location/Address Fields in Customer List
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0
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16
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March 11, 2026
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Display Address as a Column in Customer/Vendor List
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1
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13
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March 11, 2026
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Copy button for phone numbers in contacts
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0
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10
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March 11, 2026
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Ability to set the Tax Code attached to the Address field during Customer Creation from the Add Customer page
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0
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13
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February 14, 2026
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Have one place to view all communications related to a Customer account
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1
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47
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February 5, 2026
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When adding a Location to a Task, label which Location is the Primary in the drop down list
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1
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15
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February 5, 2026
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Referral source field for Customer records should be required through Account Quick Add
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1
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14
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February 5, 2026
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From the Customer Dashboard, always open pages in new tabs when clicking onto pages from the Waffle Menu
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0
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21
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February 3, 2026
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Allow Vendor Portal Access to update Account Information including Custom Fields in ERP Vendor Dashboard
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0
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6
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February 3, 2026
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Introduce a toggle option for selecting or filtering Customer Type (e.g., B2B, B2C, Dropship, etc.)
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0
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8
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February 3, 2026
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To enable security restrictions on customer contact information based on user assignments
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0
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9
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February 3, 2026
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To Create An Audit Log For Default Bill To And Ship To Location Updates
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0
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8
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February 3, 2026
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Add an eye catching update to contacts on opps (or anywhere really, tasks, orders, etc) when they're related to other customers/vendors
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0
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7
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February 3, 2026
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Include required Custom Fields when Locations are added using the “Quick Add” tool from a Task
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0
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12
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February 3, 2026
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Add a “Default Assignee” Button next to Assignee field on Task to assign to the appropriate Employe/Pole after Requested By finishes filling out the Task details
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0
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9
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February 3, 2026
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Sorting Customer's Task with Sub Location
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0
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11
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February 3, 2026
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Make Customer Payment Terms default at Add Customer page
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0
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14
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February 3, 2026
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Request to add Default phone selection when adding a Contact phone at the Add Customer page
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0
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9
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February 3, 2026
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Allow Reference pictures to be uploaded for Customers/Vendors in the ERP
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0
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7
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February 3, 2026
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Preventing the Deletion of Payment Profiles
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0
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7
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February 3, 2026
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Add a Setting to prevent duplicate Customers/Vendors from being created
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0
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13
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February 3, 2026
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Prevent contacts from being added to notifications recipient fields when they do not have an email address listed
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0
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3
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February 3, 2026
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Option to make Customer Information including Email, Phone Number, Address, etc required when creating a new Customer/Vendor
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0
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9
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February 3, 2026
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On customer transaction page - Print invoice instead of just resend
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0
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5
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February 3, 2026
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Notes From Leads Mapping To Customer Notes
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0
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2
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February 3, 2026
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To multi-select Task Types per recipient in the Task Settings on the Customer Dashboard Settings
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0
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17
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February 3, 2026
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Add Multiple Primary Contacts and display on the Customer Dashboard Contact Widget
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0
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8
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February 3, 2026
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