It would be really helpful if, when adding a new contact, the system allowed you to save their email address and full contact details at the same time—this would streamline the process and improve efficiency.
Additionally, it would be useful if the "Title" field and accompanying text box from a quote could automatically transfer to the invoice. I often include important client information in these sections (e.g. wedding details), and having it carry over would save time and reduce the need to refer back to the original quote.
Jacqueline Owen
supported this idea
·
It would be really helpful if, when adding a new contact, the system allowed you to save their email address and full contact details at the same time—this would streamline the process and improve efficiency.
Additionally, it would be useful if the "Title" field and accompanying text box from a quote could automatically transfer to the invoice. I often include important client information in these sections (e.g. wedding details), and having it carry over would save time and reduce the need to refer back to the original quote.