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9 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.
An error occurred while saving the comment Patricia Riedel supported this idea ·
I have clients who we provide services to who have sub clients. They white label our services. All our invoices need to go the actual client. I would like to be able to add either a sub client to the main client or at least a note that I can see in invoices to be paid, so I can receipt the correct invoice without having to open them all.