Feature Requests — Customer Categories & Sharing Recurring Invoices

Ryan_Zernach

These are two unrelated feature requests:

1. Create Categories of Customers

My team wants to categorize our customers using tags such as "Active Customer" and "Requested Prices" — almost like being able to organize our pipeline. We dislike visiting our "Customers" page and seeing everyone we've ever talked to in one place. We want a clean list of Active Customers when we need to see a clean list of active customers.

2. Sharing Recurring Invoices

Allow me to share with my customer a link to an "un-sent" recurring invoice template before the recurring invoice template has been used to generate an actual, shareable invoice.