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Create New Invoice/Recurring

Last post 02-05-2010, 9:24 AM by u4c-media. 3 replies.
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  •  01-10-2010, 10:14 AM 566

    Create New Invoice/Recurring

    Is there an easy way to swap out the client's first and last name in the drop down list to show the company instead? As we have other employees use the system they may not know the point of contact's name as much as they would the company name.


    Regards,

    Don

  •  01-11-2010, 10:56 AM 569 in reply to 566

    Re: Create New Invoice/Recurring

    Hi Don,

    You can go into the code that generates the client drop down and change it to use the company name data instead.  We've had a few requests for this in the past, so displaying the company name in the client drop down, possibly with the client name, is high on our list for the next version.


    ---
    Jeremy
    DotNetInvoice Support
  •  02-05-2010, 9:11 AM 577 in reply to 569

    Re: Create New Invoice/Recurring

    I am sorry, the reply was very broad and I am not sure where "exactly" I need to change the reference to grab the client ID company name instead of the last, first name.

    On the edit.aspx this is the reference for the drop down box:

    <asp:DropDownList ID="dni_clients_id" runat="server" ValidationGroup="client" />

    Do I change this and if so to what, if not then where do I go to change the code behind in the VB file?

    Sorry if I may seem to be lost, but I am not familiar enough with the code to know how I can change the drop down to show company info instead of last, first name info.

     

    Thanks again,
    Don 

  •  02-05-2010, 9:24 AM 578 in reply to 577

    Re: Create New Invoice/Recurring

    I did end up finding where to alter this in the ClientDA.vb file change...

    LINE 87:
    clientRow.Item("DisplayName") = clientRow.Item("last_name").ToString & ", " & clientRow.Item("first_name").ToString

    to:
    clientRow.Item("DisplayName") = clientRow.Item("company").ToString & ", " & clientRow.Item("last_name").ToString & ", " & clientRow.Item("first_name").ToString

     

    This will of course display both company and name.

    Thanks again,
    Don 

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