Settings and activity
2 results found
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26 votes
Appreciate where you're coming from with this idea, Kirsty.
Right now you could create a Contact Group, and have each related contact assigned to that contact group. Get what you're saying with the efficiency when having most of the same details - for now perhaps importing via csv would help create these in less time.
We also have an idea for the ability to copy a contact, and another for contact group statements that you might like to join and follow.
We'll start to get a feel of the interest for this type of feature here, and I'll let you know if there's any change planned.
Louise Middleton
supported this idea
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An error occurred while saving the comment -
53 votes
Hi everyone, thanks for your feedback on sending statements from the mobile app. We appreciate you sharing how important this is for managing your business on the go.
The product team have reviewed this idea and we're updating the status to Accepted, which means it's an idea they would like to explore, but it isn't currently on the roadmap. We'll keep you updated as things progress.
Louise Middleton
supported this idea
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An error occurred while saving the comment Louise Middleton
commented
It would be great to have the following available on the Mobile App:
1. Send Customer Statements
2. Convert a Quote to a Draft Invoice.
We would love to have a Sub Contact, as we have clients that need to invoice different branches under the same client. The addresses and contact numbers are all different, but we would need 1 combined statement showing all the invoices for the brances on the Main Contact Statement for payment.