Selecting a Client on Estimates and Invoices, populate the client contact name selected

Not sure if this is the intended functionality, but when I type in, for example “Jones”, it lists all contacts with a matched name. If I click on this name however, the address that appears on the estimate or invoice contains the primary contacts name.

Would be useful if it displayed the name you selected :smile:
As I said, not sure if this is intended or not, but would be nice to see either way.

To be honest I think it’s always been like that. I’ll switch it to a feature for now, I don’t think the auto-complete box returns the actual contact ID only the client ID (despite possibly showing the client contact name). It’s probably not going to be a quick fix this as it’s a global function and would need to be re-written everywhere.

1 Like