Contact Groups - Ability to set defaults to be applied per group
It would be extremely helpful to be able to assign a range of default settings to either individual contacts, or to contact groups, such as:
- invoice template
- billing cycle (((would also be great to get variable billing cycles as a feature!))
- currency
we have a fair amount of customer hierarchy, which we've been able to somewhat address with contact groups.. but the fundamental lack of configurable options after the group is designated feels hugely wasted.
5
votes
Genevieve Ireland
shared this idea
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Hannah Watt
commented
Being able to assign a branding theme to a contact group would be great!