Nominate contacts for quotes or invoices
Nominate contacts to automatically populate for quotes or invoices. For many of our clients, quotes go to one email i.e. estimating@client and invoices go to another email i.e. invoices@client. Being able to nominate emails in the contact list for each client to automatically populate when sending quotes or invoices for that specific client would save having to manually type the same email address every time.
Dani Walker
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