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Q-BSUCKS
Level 3

When creating invoice, can't find customers using company name

In this latest abortion of an update, I can no longer find customers using their company name when creating invoices. Has this been an issue with anyone else? Intuit tells me this is how it's supposed to work.

 

To create an invoice for an existing customer, I used to press new invoice, start typing company name, choose it, enter invoice details and I'm finished. Now you can only search by first and last name when creating an invoice.

 

Now I have to go to Customers and Leads->Customers->Search for the customers company name->Choose the company name->new transaction->new invoice, then fill out invoice like usual. All while closing and scrolling past the insane amount of service advertisements that are in the way.

 

If I open the customers details and get the first/last name of the contact, I can create a new invoice and find them with that. Every update just creates a longer and longer path to getting what I need to do, done.

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