# Customer/Vendor Info, Settings and Subpages **URL:** https://community.striven.com/c/enhancement-requests-voting/customer-vendor-info-settings-and-subpages/39.md [Latest](https://community.striven.com/latest.md) · [Categories](https://community.striven.com/categories.md) · [Tags](https://community.striven.com/tags.md) --- ## [About the Customer/Vendor Info, Settings and Subpages category](https://community.striven.com/t/about-the-customer-vendor-info-settings-and-subpages-category/848)
**Author:** [@wzane](https://community.striven.com/u/wzane)\ **Replies:** 0\ **Last updated:** [January 12, 2026, 3:53pm UTC](https://community.striven.com/t/about-the-customer-vendor-info-settings-and-subpages-category/848 "2026-01-12T15:53:05Z")
--- ## [Have separate set of permissions for Customers and Vendors](https://community.striven.com/t/have-separate-set-of-permissions-for-customers-and-vendors/2169)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 1\ **Last updated:** [August 20, 2026, 6:23pm UTC](https://community.striven.com/t/have-separate-set-of-permissions-for-customers-and-vendors/2169 "2026-08-20T18:23:51Z")
Name of Feature/Request: Have separate set of permissions for Customers and Vendors What financial, time savings, or quality of life improvements will occur from this: Frequency: Would happen daily | Attempted Soluti… --- ## [Be able to see all phone numbers for a Contact from the Contact List view](https://community.striven.com/t/be-able-to-see-all-phone-numbers-for-a-contact-from-the-contact-list-view/1663)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/be-able-to-see-all-phone-numbers-for-a-contact-from-the-contact-list-view/1663 "2026-02-03T12:24:53Z")
Name of Feature/Request: Be able to see all phone numbers for a Contact from the Contact List view What financial, time savings, or quality of life improvements will occur from this: For userface to to list information … --- ## [Add a 'Make Visible on Portal' toggle option to task settings](https://community.striven.com/t/add-a-make-visible-on-portal-toggle-option-to-task-settings/3416)
**Author:** [@msolt](https://community.striven.com/u/msolt)\ **Replies:** 0\ **Last updated:** [April 29, 2026, 1:11pm UTC](https://community.striven.com/t/add-a-make-visible-on-portal-toggle-option-to-task-settings/3416 "2026-04-29T13:11:14Z")
Some tasks are set to not be visible on the customer portal, and for good reason. What if you wanted a customer to see a couple tasks, but not all of that type? That’s why we need a new setting for task types that allow… --- ## [Add "View Line Items" icon to Purchase Orders List Widget on Customer Dashboard](https://community.striven.com/t/add-view-line-items-icon-to-purchase-orders-list-widget-on-customer-dashboard/2553)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 1\ **Last updated:** [March 19, 2026, 8:39pm UTC](https://community.striven.com/t/add-view-line-items-icon-to-purchase-orders-list-widget-on-customer-dashboard/2553 "2026-03-19T20:39:30Z")
Name of Feature/Request: Add “View Line Items” icon to Purchase Orders List Widget on Customer Dashboard What financial, time savings, or quality of life improvements will occur from this: Be able to view Line Items d… --- ## [Option to Show Location/Address Fields in Customer List](https://community.striven.com/t/option-to-show-location-address-fields-in-customer-list/3295)
**Author:** [@JK-KCFireplace](https://community.striven.com/u/JK-KCFireplace)\ **Replies:** 0\ **Last updated:** [March 11, 2026, 8:42pm UTC](https://community.striven.com/t/option-to-show-location-address-fields-in-customer-list/3295 "2026-03-11T20:42:06Z")
Name of Feature/Request: Option to Show Location/Address Fields in Customer List What financial, time savings, or quality of life improvements will occur with this: Quickly see locations and address that the search qu… --- ## [Display Address as a Column in Customer/Vendor List](https://community.striven.com/t/display-address-as-a-column-in-customer-vendor-list/1938)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 1\ **Last updated:** [March 11, 2026, 3:40pm UTC](https://community.striven.com/t/display-address-as-a-column-in-customer-vendor-list/1938 "2026-03-11T15:40:46Z")
Name of Feature/Request: Display Address as a Column in Customer/Vendor List What financial, time savings, or quality of life improvements will occur from this: Be able to see the customer’s primary location from the … --- ## [Copy button for phone numbers in contacts](https://community.striven.com/t/copy-button-for-phone-numbers-in-contacts/3287)
**Author:** [@Faiz](https://community.striven.com/u/Faiz)\ **Replies:** 0\ **Last updated:** [March 11, 2026, 9:00am UTC](https://community.striven.com/t/copy-button-for-phone-numbers-in-contacts/3287 "2026-03-11T09:00:17Z")
Name of Feature/Request: Copy button for phone numbers in contacts What financial, time savings, or quality of life improvements will occur with this: Striven/Chrome is inconsistent in how it treats a clickable link for… --- ## [Ability to set the Tax Code attached to the Address field during Customer Creation from the Add Customer page](https://community.striven.com/t/ability-to-set-the-tax-code-attached-to-the-address-field-during-customer-creation-from-the-add-customer-page/3218)
**Author:** [@Gabby](https://community.striven.com/u/Gabby)\ **Replies:** 0\ **Last updated:** [February 14, 2026, 12:56am UTC](https://community.striven.com/t/ability-to-set-the-tax-code-attached-to-the-address-field-during-customer-creation-from-the-add-customer-page/3218 "2026-02-14T00:56:10Z")
Name of Feature/Request: Ability to set the Tax Code attached to the Address field during Customer Creation from the Add Customer page What financial, time savings, or quality of life improvements will occur with this: … --- ## [When adding a Location to a Task, label which Location is the Primary in the drop down list](https://community.striven.com/t/when-adding-a-location-to-a-task-label-which-location-is-the-primary-in-the-drop-down-list/2582)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 1\ **Last updated:** [February 5, 2026, 2:48am UTC](https://community.striven.com/t/when-adding-a-location-to-a-task-label-which-location-is-the-primary-in-the-drop-down-list/2582 "2026-02-05T02:48:33Z")
Name of Feature/Request: When adding a Location to a Task, label which Location is the Primary in the drop down list What financial, time savings, or quality of life improvements will occur from this: This will help in … --- ## [Referral source field for Customer records should be required through Account Quick Add](https://community.striven.com/t/referral-source-field-for-customer-records-should-be-required-through-account-quick-add/2658)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 1\ **Last updated:** [February 5, 2026, 2:42am UTC](https://community.striven.com/t/referral-source-field-for-customer-records-should-be-required-through-account-quick-add/2658 "2026-02-05T02:42:59Z")
Name of Feature/Request: Referral source field for Customer records should be required through Account Quick Add What financial, time savings, or quality of life improvements will occur from this: Ensure no missing info… --- ## [From the Customer Dashboard, always open pages in new tabs when clicking onto pages from the Waffle Menu](https://community.striven.com/t/from-the-customer-dashboard-always-open-pages-in-new-tabs-when-clicking-onto-pages-from-the-waffle-menu/3104)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/from-the-customer-dashboard-always-open-pages-in-new-tabs-when-clicking-onto-pages-from-the-waffle-menu/3104 "2026-02-03T12:25:48Z")
Name of Feature/Request: From the Customer Dashboard, always open pages in new tabs when clicking onto pages from the Waffle Menu What financial, time savings, or quality of life improvements will occur from this: Les… --- ## [Allow Vendor Portal Access to update Account Information including Custom Fields in ERP Vendor Dashboard](https://community.striven.com/t/allow-vendor-portal-access-to-update-account-information-including-custom-fields-in-erp-vendor-dashboard/3092)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/allow-vendor-portal-access-to-update-account-information-including-custom-fields-in-erp-vendor-dashboard/3092 "2026-02-03T12:25:48Z")
Name of Feature/Request: Allow Vendor Portal Access to update Account Information including Custom Fields in ERP Vendor Dashboard What financial, time savings, or quality of life improvements will occur from this: Sav… --- ## [Introduce a toggle option for selecting or filtering Customer Type (e.g., B2B, B2C, Dropship, etc.)](https://community.striven.com/t/introduce-a-toggle-option-for-selecting-or-filtering-customer-type-e-g-b2b-b2c-dropship-etc/3041)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/introduce-a-toggle-option-for-selecting-or-filtering-customer-type-e-g-b2b-b2c-dropship-etc/3041 "2026-02-03T12:25:46Z")
Name of Feature/Request: Introduce a toggle option for selecting or filtering Customer Type (e.g., B2B, B2C, Dropship, etc.) What financial, time savings, or quality of life improvements will occur from this: Enhances… --- ## [To enable security restrictions on customer contact information based on user assignments](https://community.striven.com/t/to-enable-security-restrictions-on-customer-contact-information-based-on-user-assignments/3014)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/to-enable-security-restrictions-on-customer-contact-information-based-on-user-assignments/3014 "2026-02-03T12:25:45Z")
Name of Feature/Request: To enable security restrictions on customer contact information based on user assignments. What financial, time savings, or quality of life improvements will occur from this: Make the software… --- ## [To Create An Audit Log For Default Bill To And Ship To Location Updates](https://community.striven.com/t/to-create-an-audit-log-for-default-bill-to-and-ship-to-location-updates/3011)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/to-create-an-audit-log-for-default-bill-to-and-ship-to-location-updates/3011 "2026-02-03T12:25:45Z")
Name of Feature/Request: To Create An Audit Log For Default Bill To And Ship To Location Updates What financial, time savings, or quality of life improvements will occur from this: To create an Audit Log to track update… --- ## [Add an eye catching update to contacts on opps (or anywhere really, tasks, orders, etc) when they're related to other customers/vendors](https://community.striven.com/t/add-an-eye-catching-update-to-contacts-on-opps-or-anywhere-really-tasks-orders-etc-when-theyre-related-to-other-customers-vendors/2992)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/add-an-eye-catching-update-to-contacts-on-opps-or-anywhere-really-tasks-orders-etc-when-theyre-related-to-other-customers-vendors/2992 "2026-02-03T12:25:44Z")
Name of Feature/Request: Add an eye catching update to contacts on opps (or anywhere really, tasks, orders, etc) when they’re related to other customers/vendors. What financial, time savings, or quality of life improve… --- ## [Include required Custom Fields when Locations are added using the “Quick Add” tool from a Task](https://community.striven.com/t/include-required-custom-fields-when-locations-are-added-using-the-quick-add-tool-from-a-task/2972)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/include-required-custom-fields-when-locations-are-added-using-the-quick-add-tool-from-a-task/2972 "2026-02-03T12:25:43Z")
Name of Feature/Request: Include required Custom Fields when Locations are added using the “Quick Add” tool from a Task What financial, time savings, or quality of life improvements will occur from this: Prevent infor… --- ## [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](https://community.striven.com/t/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/2921)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/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/2921 "2026-02-03T12:25:41Z")
Name of Feature/Request: 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 What financial, time savings, o… --- ## [Sorting Customer's Task with Sub Location](https://community.striven.com/t/sorting-customers-task-with-sub-location/2858)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/sorting-customers-task-with-sub-location/2858 "2026-02-03T12:25:39Z")
Name of Feature/Request: Sort Customers’ Tasks based on the Customers’ Sub-Location What financial, time savings, or quality of life improvements will occur from this: More organization. Attempted Solutions So Far: T… --- ## [Make Customer Payment Terms default at Add Customer page](https://community.striven.com/t/make-customer-payment-terms-default-at-add-customer-page/2726)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/make-customer-payment-terms-default-at-add-customer-page/2726 "2026-02-03T12:25:34Z")
Name of Feature/Request: Make Customer Payment Terms default at Add Customer page What financial, time savings, or quality of life improvements will occur from this: Save time and ensure information is correctly added… --- ## [Request to add Default phone selection when adding a Contact phone at the Add Customer page](https://community.striven.com/t/request-to-add-default-phone-selection-when-adding-a-contact-phone-at-the-add-customer-page/2720)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/request-to-add-default-phone-selection-when-adding-a-contact-phone-at-the-add-customer-page/2720 "2026-02-03T12:25:34Z")
Name of Feature/Request: Request to add Default phone selection when adding a Contact phone at the Add Customer page What financial, time savings, or quality of life improvements will occur from this: Ensuring accurat… --- ## [Allow Reference pictures to be uploaded for Customers/Vendors in the ERP](https://community.striven.com/t/allow-reference-pictures-to-be-uploaded-for-customers-vendors-in-the-erp/2656)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/allow-reference-pictures-to-be-uploaded-for-customers-vendors-in-the-erp/2656 "2026-02-03T12:25:31Z")
Name of Feature/Request: Allow Reference pictures to be uploaded for Customers/Vendors in the ERP What financial, time savings, or quality of life improvements will occur from this: This would be used daily if added t… --- ## [Preventing the Deletion of Payment Profiles](https://community.striven.com/t/preventing-the-deletion-of-payment-profiles/2574)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/preventing-the-deletion-of-payment-profiles/2574 "2026-02-03T12:25:28Z")
Name of Feature/Request: Preventing the Deletion of Payment Profiles What financial, time savings, or quality of life improvements will occur from this: Having this feature would not only increase the customer relatio… --- ## [Add a Setting to prevent duplicate Customers/Vendors from being created](https://community.striven.com/t/add-a-setting-to-prevent-duplicate-customers-vendors-from-being-created/2572)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/add-a-setting-to-prevent-duplicate-customers-vendors-from-being-created/2572 "2026-02-03T12:25:28Z")
Name of Feature/Request: Add a Setting to prevent duplicate Customers/Vendors from being created What financial, time savings, or quality of life improvements will occur from this: Save time from having to clean up ac… --- ## [Prevent contacts from being added to notifications recipient fields when they do not have an email address listed](https://community.striven.com/t/prevent-contacts-from-being-added-to-notifications-recipient-fields-when-they-do-not-have-an-email-address-listed/2571)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/prevent-contacts-from-being-added-to-notifications-recipient-fields-when-they-do-not-have-an-email-address-listed/2571 "2026-02-03T12:25:28Z")
Name of Feature/Request: Prevent contacts from being added to notifications recipient fields when they do not have an email address listed. What financial, time savings, or quality of life improvements will occur from … --- ## [Option to make Customer Information including Email, Phone Number, Address, etc required when creating a new Customer/Vendor](https://community.striven.com/t/option-to-make-customer-information-including-email-phone-number-address-etc-required-when-creating-a-new-customer-vendor/2494)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/option-to-make-customer-information-including-email-phone-number-address-etc-required-when-creating-a-new-customer-vendor/2494 "2026-02-03T12:25:25Z")
Name of Feature/Request: Option to make Customer Information including Email, Phone Number, Address, etc required when creating a new Customer/Vendor What financial, time savings, or quality of life improvements will o… --- ## [On customer transaction page - Print invoice instead of just resend](https://community.striven.com/t/on-customer-transaction-page-print-invoice-instead-of-just-resend/2460)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/on-customer-transaction-page-print-invoice-instead-of-just-resend/2460 "2026-02-03T12:25:24Z")
Name of Feature/Request: On customer transaction page - Print invoice instead of just resend What financial, time savings, or quality of life improvements will occur from this: To add a “Print” button beneath the “Res… --- ## [Notes From Leads Mapping To Customer Notes](https://community.striven.com/t/notes-from-leads-mapping-to-customer-notes/2453)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/notes-from-leads-mapping-to-customer-notes/2453 "2026-02-03T12:25:24Z")
Name of Feature/Request: Notes From Leads Mapping To Customer Notes What financial, time savings, or quality of life improvements will occur from this: To be able to have notes that are entered in Lead Forms transfer ov… --- ## [To multi-select Task Types per recipient in the Task Settings on the Customer Dashboard Settings](https://community.striven.com/t/to-multi-select-task-types-per-recipient-in-the-task-settings-on-the-customer-dashboard-settings/2430)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/to-multi-select-task-types-per-recipient-in-the-task-settings-on-the-customer-dashboard-settings/2430 "2026-02-03T12:25:23Z")
Name of Feature/Request: To multi-select Task Types per recipient in the Task Settings on the Customer Dashboard Settings What financial, time savings, or quality of life improvements will occur from this: It would sa… [Next page](https://community.striven.com/c/enhancement-requests-voting/customer-vendor-info-settings-and-subpages/39.md?page=1)