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Thank you for your feature request! We are looking at adding the contact name to that screen, although I don't have a specific ETA for it yet.
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"Log Transaction" Contact Name Display
Currently, when you go to complete a transaction, there is not a place where the contact record name is displayed: https://www.screencast.com/t/8PPe5oUKX
If we have a user working with several people at the same time, it could be confusing to know which customer to charge. I'd hate to have a user bill someone that they didn't intend to bill.
Basically, it's just assuring that the correct contact is being charged.
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2 comments
Yes please - I was just about to request this. The OCD in me likes to double check that I have the correct person.
Thank you
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