Adding contacts to a customer when entering an invoice
When entering a new customer invoice on the fly as we have 6500+ customers and add 10-15 daily we enter the customer's name into the invoice field to see if already registered, if not we have the opportunity to add all fields at this point except for the contact name, there is a contact field, but its not picked up in the customer file or for email so then have to go into contacts and find the card, add the Customer representative name separately and then go back to the email prompt
Why ?
Emergency Management Products
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