Tempo Ideas

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Allow adding accounts to Customer from Customer detailed view

Hi all,


Is it possible to add a button in the Accounts->Customer->Customer detailed view, that can be used to assign accounts to a customer. Similar to the Accounts detailed view button for adding project to account.


My use-case is having identical customer names with different keys, making it impossible to assign the correct customer from the account creation/account detailed view. Why do I need identical customers with different keys - because the same customer is giving me different(unique) POs IDs for invoicing purposes.


Thank you,

Boyan

  • Boyan Iliev
  • Sep 7 2022
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