• From: Canada
  • Registered: 07/03/2014
  • Posts: 24

Topic: Sales customer set up

Hi,
We have recently started using a code for the customer short name, to enable us to easily find customers. We have noticed that the contact is created from the information entered but seems to be matching fields incorrectly. Eg.. If we create a new customer, John Smith, we would use 'John Smith' in the customer name field and 'smith-joh-123456' in the short name field. When the Contact is created it shows as.... Reference = John Smith and Full Name = smith-joh-123456. Therefore, when you send an invoice via email, the system pulls the full name from the contact.... 'Dear smith-jon-123456'. We have to remember to go back in and amend this.
Is this correct?
Should the system update the fields the other way round?

Many thanks,

Steve

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,094

Re: Sales customer set up

Which version of FA are you using. There was a commit to rectify a similar (or same) issue a few months ago.

apmuthu's Website

  • From: India, TN, Karur
  • Registered: 05/16/2014
  • Posts: 1,182

Re: Sales customer set up

you need to update your email function to add it.     And also , if you add a new field on table, you need to bring it custom query.

for more details to edit emails,

just check  " Root_of_fa/reporting/includes/pdf_report.inc"

Here check the End() function for email customizations.

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kvvaradha's Website