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Xero Business Community

Xero Business Community

Hi everyone, Come on over to the new discussions in Xero Central. It’s a more intuitive way to connect and chat all things business with one another. Ask questions, dish out answers, and get involved.

You can still view topics in the Xero Business Community to see all the useful knowledge that’s been shared there; and you can restart conversations you feel have been of huge value to you on Xero Central.

If you have brilliant ideas for innovations, you can keep on adding feature requests in the Xero Business Community, and voting on existing requests. There’s more in store, as we come up with the best way to take on your thoughts and share developments
Community > Feature Requests >

Quote - Edit Customer

Started by Charles Hewitt in Feature Requests | Idea

The Edit Customer Feature in Quotes should be the same as Edit Customer in Invoices. ie clicking the Customer name should navigate to the Customer Details page.

At the moment there is no direct link from the Quotes page, or the list of Quotes to the customer details.

Use case:
I create a quote and realise I need to update the customer details - quite likely - I need to navigate to Customer list and then search for the Customer - why can't I click the Customer Name in the Quote and go direct - like I can in an Invoice?