Settings and activity
3 results found
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21 votes
Nathan Mullenbach
supported this idea
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1,432 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
An error occurred while saving the comment Nathan Mullenbach
supported this idea
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132 votes
An error occurred while saving the comment Nathan Mullenbach
commented
If I create a quote in the main app I should be able to make that into a project from the main app.
Nathan Mullenbach
supported this idea
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The only workaround I can think of for the time being is to create a group per customer and add contacts into that group. It's a little bit frustrating to have to do this, especially after switching from Quickbooks Desktop, which has an even more frustrating contact structure.