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15 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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38 votes
Louise Middleton supported this idea ·
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.