Display Contact Job Title in Email Attachment Dialog

Faizaan Sarra
  • Edited

We would like to request a UI enhancement to include the Job Title field when selecting contact(s) to email sales documents (e.g., quotes, invoices, etc.) from Cin7 Core.

Current Limitation:
When sending documents via email, the contact selection dialog only displays the contact’s name and email address, but not their job title.

Proposed Enhancement:

  • Add a Job Title column to the contact selection dialog box when sending email attachments.

    Business Impact:
  • Improved efficiency and accuracy when choosing the correct contact. Especially when dealing with customers at scale. 


Originally requested by keith@cwtrade.co.uk
Submitted on client's behalf

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