Name of Feature/Request: Apply Custom Ship To Label Formatting to the Customer Portal and Internal Views
What financial, time savings, or quality of life improvements will occur with this:
- Brand Consistency: While we can currently customize this label on printable/customer-facing formats, the internal system and the Customer Portal still default strictly to “Ship To:”. This creates a disjointed user experience when a customer views an invoice or sales order online versus their PDF copy.
- Reduction in Customer Confusion: For service-based clients, seeing “Ship To” in the portal prompts unnecessary questions about shipping timelines/tracking, even when the printed invoice correctly reads “Service Address.”
Attempted solutions so far:
We have successfully updated our client-facing print formats to reflect the correct terminology (e.g., “Service Address”). However, there is currently no way to mirror this change inside the interactive Customer Portal or the internal Sales Order/Invoice screens. They remain hardcoded as “Ship To:”.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven:
The ultimate goal of the Customer Portal is to give clients a seamless, self-service window into their accounts. When the portal terminology doesn’t match the custom-tailored invoice formats they receive via email, it dilutes the professionalism of the system.
Ideally, if a user renames the “Ship To” field on a format layout, that custom label should dynamically map to how the Sales Order and Invoice display within the Customer Portal as well.