It would be tremendously helpful if the
Invoice summary field on new Sales Invoices were to have Most Recently Used functionality, as several other fields do, so that recently used entries could be selected and populated from a drop-down list. This might be helpful for other free-text fields, as well.
Use case: Almost all of my invoices use
Professional consulting services as the Invoice summary, although every once in a while I issue an invoice entitled
Professional review services. (I use the line-item descriptions for a more-detailed description of each hourly service, like
Client teleconference or
Travel time.) Having to type
Professional consulting services every time is tiresome and subject to embarrassing typos. If the field had MRU, I could choose to select one of my recent entries from the drop-down list.
Beyond the Invoice summary, MRU functionality could also be useful, for example, in the Description field on new Billable Time entries. I’m getting tired of having to type
Client teleconference and
Weekly team meeting, and it looks sloppy if I’m inconsistent in how I word such items on a single invoice. (I’d really like to see a Services Items feature akin to Inventory Items, but that’s a much bigger thing than just having MRU.)