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  1. New invoicing | Contact - add additional people on the fly

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    submitted  ·  4 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Gilbert Chan commented  · 

    It make sense to only create 1 company record with multiple customer/client name in the record and that should lead to the ability to choose which customer/client info to be included in the quotes and invoice. currently the auto generated quote and invoice is based on the PRIMARY contact. However, I am working with different people in the company and therefore, should not alway based on the primary.

    Currently my work around now is constantly replacing the primary contact whenever I need to generate new quotes and new invoice. doesn't make sense at all.

    Thank you

    Gilbert Chan supported this idea  ·