Remove Individual Name when business client.
Make so at the customer creation screen, you can select if its a business or individual. If its a business do not require a First/Last name of a person.
As it is now it requires the first/last and then that name appears on everything in the system. I don't want an individual name to appear on anything when it is a commercial client. That includes any labels, invoices, estimates, Tickets, etc.
-
Tyson commented
This does not fix the issue in the rest of the system. The appointment column on the calendars tab will show empty First and Last name and so does a report, I think it was invoice report. If you make a field like QBO where it's "show client name as", it would cover this internal issue.
-
Nick Lenius commented
Yes, this seems it will fix it! Thank you and you can remove this idea now. I need to vote for more ideas!!!