ledgersmb
Wrong blue title on Contacts -> Add Contact -> Company screen
There are multiple problems here leading to misunderstandings.
- This screen's blue title is "Add Customer", but it is not known at this point if the contact is a customer, vendor, etc. The title should just be "Add". It could also say "Add Company", but I believe that is redundant based on the tab name. It could also say "Add Customer", "Add Vendor", etc., based on the selection of the "Class" drop down, but that seems like a lot of work for little improvement in understanding.
- The menu item under "Contacts" is labeled "Add Contact", but we are not adding a new contact, we are adding a new entity or counterparty. It should just be labeled "Add".
Branch master as of 2797e3b21c9517ad536c8f843770545e91664599.
The whole process of setting up a new entity is very confusing; even more so when you reach this screen. The tabs across the top are not logical, and the documentation is of no help.
Good points. So we should rename the menu to "Counterparties"? "Business partners"? Contacts is indeed too similar to "Contact Info", making "Contacts" a less-than-intuitive name for the menu indeed. Any naming proposals?
I would never use the word "counterparties" in any customer facing text. In the US it is simply not used in normal business parlance.
I'm open for other names. But I'd like to prevent names that suggest we've copied from market-dominating ERPs.
The best I can offer is "Entity"
On Fri, 9 Feb 2024, 09:55 Erik Huelsmann, @.***> wrote:
I'm open for other names. But I'd like to prevent names that suggest we've copied from market-dominating ERPs.
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I still think my suggested from above to just use the word "Add" is best in both cases.