Settings and activity
2 results found
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207 votes
An error occurred while saving the comment Chris Oswell supported this idea ·
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48 votes
An error occurred while saving the comment Chris Oswell commented
It is great that all the contact info can be added when entering an Invoice but very frustrating that only the name can be added in a Quote, why are these not set up with the same functionality? Please change
Chris Oswell supported this idea ·
We issue quotes to Insurance companies and use the Title and Summary for all the Customer and policy details. When this is changed over to an Invoice all that information disappears. It seems pointless to have the ability to add to a Quote if it all disappears once the Invoice is raised. Please integrate this feature