Add spouse names to ArtCloud dropdowns on invoices and contact search
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Michael Rajnicek
When adding a contact to an invoice, ArtCloud requires you to click on the dropdown of recognized contacts, but it only recognizes the primary name on a contact record. Ex. John Doe & Jane Doe are added as spouses on a contact record. I can add John Doe to an invoice, but if I type Jane Doe, ArtCloud will ask me to create a new contact record for that name.
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Andrew Smith
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Hey all! We made a silent change some time ago to enable searching by spouse in both the invoice and contact contexts. This was easier to notice in the contact list. We've just released a change that makes it easier to understand why you're getting certain results during invoice construction. Thanks for this suggestion!
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Abel Contemporary
I agree, it would be helpful to be able to search for a spouse's name when adding a contact to an invoice. We have many collector couples, and it is difficult to choose a primary and secondary contact name when they both make frequent purchases. Tied into that issue is the default in emails. Having both the primary contact's email and the spouse email in the account. When sending an email, the system defaults to the primary name on the account even if sending to the spouse. If the email is changed to the spouses email the name still defaults to the primary account name.
Ex. John Doe (johndoe@gmail.com)
John Doe (janedoe@gmail.com)