I have one client with multiple client contacts that I do work for. Each contact (all within the same company/business) want their invoices and quotes addressed to them (and to appear on the invoice) as they fall under different divisions and budgets within the overarching company.
It would be super helpful if we could easily select which client contact we wanted to appear on any given quote or invoice. At the moment I have to manually go into the contact and change the primary person each time I want to send a new invoice which is laborious and time-consuming.
Carey Slade
supported this idea
·
I have one client with multiple client contacts that I do work for. Each contact (all within the same company/business) want their invoices and quotes addressed to them (and to appear on the invoice) as they fall under different divisions and budgets within the overarching company.
It would be super helpful if we could easily select which client contact we wanted to appear on any given quote or invoice. At the moment I have to manually go into the contact and change the primary person each time I want to send a new invoice which is laborious and time-consuming.