Settings and activity
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17 votes
Hi Lee, just to make sure I've got this right - When you say you'd like to add the contact first and last name this would be for the person on the Contact record?
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Hi. Please can this be done?
Yes you can create a new contact and add the email address but when you then send the invoice its has no primary contact name to input into the email and so just starts
Hi ,
So allowing me to add the primary contact first and last name when creating a new contact via a sales invoice means i dont have to click, click and click through to the contact editing page to add their name before sending the email.