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Replying to:
ZackE
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Thanks for getting in touch with the Community, Allied3.

 

You can add numbers to customer display names by editing their profiles.

 

Here's how:

  1. In your left navigation bar, go to Sales, then Customers.
  2. Click the customer's name to access their profile.
  3. Use your Edit button.
  4. Enter a preferred title in their Customer display name field.
  5. Select Save.

 

You're also able to control which name prints on checks when editing customer profiles:

  1. While editing a customer's profile, find the Name to print on checks field.
  2. Enter a preferred name to be displayed on printed checks.
  3. Click Save.

 

You can use your Find a customer search field to search for specific customers.

 

I can certainly understand how an ability to sort jobs by job numbers could be useful and have submitted a suggestion about it as of today. You can also submit your own feature requests while signed in. Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

 

For the time being, you're able to sort jobs by their project/customer titles, start dates, and end dates.

 

I've also included a detailed resource about working with jobs which may come in handy moving forward: Set up & create projects

 

Please don't hesitate to send a reply if there's any additional questions. Have a great day!

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