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Feat request: Allow declaring my own unique identifiers (+disclaim yours) #9658

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dylanh724 opened this issue Jun 19, 2024 · 1 comment
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@dylanh724
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Is there a way to customize the unique identifier? For example, my business is not B2B but client-facing.

Even then, in my B2B experience (my wife has customer facing and I have B2B customers), all companies have the same accounts payable invoice email. Wouldn't it make more sense to default to email, anyway, as the unique id so it'd support both b2b and client-facing?

In addition, I'd like invoice ninja to disclaim theirs - I never expected email would not be unique, but name is -- a bit wild/unexpected to me.

Originally posted by @dylanh724 in #9614 (comment)

@dylanh724
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dylanh724 commented Jun 25, 2024

When this is implemented, please make "Name" optional if there's another unique ID, as it's overall generally unexpected (compared to, say, an email) and to ensure it doesn't conflict.

In a real example, in my current flow, I have customers, not clients (no company name):

I add first name, last name, email .... then have to redundantly copy email to Name, which also confuses anyone I may need to train in the future to use it. "Name is actually email, and name has nothing to do with first/last name, yet it's somehow required".

You may even want to rename it to Company Name. Just Name is what got me before thinking it's first/last name.

This is partially a new subject, but still quite related, so not sure what you want to do with this info.

There was talk on another forum (can't find the link) or discussion thread about moving the default unique id form Name to just a customer number (digressing a bit, which I thought was ID number, easily causing confusion for an ID not being unique).

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