Name of Feature/Request: Create another Order-Number merge field for printable formats that does not include a portal link
What financial, time savings, or quality of life improvements will occur from this: Decrease confusion for customers’ customers who are not utilizing the portal. | Frequency: Every time an invoice gets sent | They do not use the portal so the appearance to the customer is confusing. Customers get frustrated, they call and ask about it. Would rather fix something that annoys their customers before fixing something annoying for them. This one is annoying for their customers.
Attempted Solutions So Far: Having customer portal used with their customers would be challenging because most customers are complex and unorganized. Example is Pepsi. They have 250 clients under Pepsi Co. They get a payment from Pepsi Co but there is no identifying info so they have to reach out every time to Pepsi to identify unapplied payment. If they look at open aging in portal they would see a mess of invoices. The customer is hesitant to open the portal for usage for these reasons, especially since they work with larger companies that will do things their own way regardless.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: When referencing the Sales Order on an invoice PDF the Sales Order number is automatically hyperlinked the the Sales Order in the portal. For companies not using the portal the link brings them to a Striven sign in screen which they cannot sign into. This is confusing confusion and customer service calls from our client. We would like the option to choose a Sales Order Number without a hyperlink so we’re not sending out a link to our customers that they cannot use. | Previously accomplished: Currently customers ask about the link that doesn’t work and send in excess inquiries to their team because the customers don’t know what the link is for.
StrivenID: 5141635