Contacts - Multiple contacts/people associated with a single company for invoicing
When we invoice we often deal with multiple contacts in a single company. What would help us massively is having the ability to have a single company card and multiple contacts to chose from within that company when invoicing.
The only way we have found to deal with this is to have multiple entries for a company each set up to the contact we need to invoice for a particular project. This means we can't use any of the other features to review how much work has passed through a single client without reviewing each entry in turn.
warrick pannell
shared this idea
Thanks for sharing this idea, Warrick. We understand the request to have multiple contact people associated with a single company record, with the ability to select the relevant person when invoicing.
Having separate people linked to one company could make it easier to invoice different departments or contacts while keeping the customer’s sales history and account information together.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and let us know how you’d like multiple contacts to work when creating and sending invoices.
