Projects -Ability to send separate statements for projects to same contact
We have two projects running under one contact and it is not possible to send two different statements. I have to duplicate the contact or create a manual statement.
Larissa Snyman
shared this idea
🌟 Thanks so much for sharing this idea, Larissa. I can appreciate how frustrating it must be to have to duplicate a contact or create manual statements just to manage separate projects under the same customer.
We’ve moved this idea to Gaining Support so we can better understand how many customers this would help. We’ll continue to monitor community support and interest, as feedback like yours plays an important role in helping us understand where improvements are needed most.
We really appreciate you taking the time to explain your experience and the workaround you’re currently having to use.
