I appreciate you joining the thread, dylan. I'll provide some updates about this matter.
For now, I'd recommend you send feedback about the feature to include a customer name field in the email message so they can add this in future updates.
Also, know that we're unable to provide you the exact time frame for when this feature be available since our developers will be based on the number of requests they get from customers like you. The more requests they get, the faster it can be implemented.
Here's how:
- Go to the Gear icon.
- Choose Feedback.
- Type a brief description of your product suggestion, and then click Next.
- Enter your email address.
- Then select Send Message.
To track the status of your submitted feedback, you can visit this article: QuickBooks Online Feature Requests.
You can also visit our Firm of the Future site to keep updated with the latest happenings and future developments, such as updates to newly added features.
I'll be adding these articles for future purposes:
Feel free to reach back to us if you need help managing sales forms or customer information. I'll be sure to reply as soon as possible. Stay safe!
