Invoicing - Enter the contact's 'Additional people' names when adding quotes or invoices
It make sense to only create 1 company record with multiple customer/client name in the record and that should lead to the ability to choose which customer/client info to be included in the quotes and invoice. currently the auto generated quote and invoice is based on the PRIMARY contact. However, I am working with different people in the company and therefore, should not alway based on the primary.
Currently my work around now is constantly replacing the primary contact whenever I need to generate new quotes and new invoice. doesn't make sense at all.
Thank you
Gilbert Chan
shared this idea
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Carey Slade
commented
I have one client with multiple client contacts that I do work for. Each contact (all within the same company/business) want their invoices and quotes addressed to them (and to appear on the invoice) as they fall under different divisions and budgets within the overarching company.
It would be super helpful if we could easily select which client contact we wanted to appear on any given quote or invoice. At the moment I have to manually go into the contact and change the primary person each time I want to send a new invoice which is laborious and time-consuming.
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Vivian Fujiura
commented
Good pop up screen for new customer information when starting their initial invoice. Could you also add first name to this box please.