Expanded Contact Placeholders for Quotes / Invoices

Hi Team,

Since the release of the comms drawer to send quotes and invoices, whilst the primary contact is the default loaded contact, there is now a dropdown menu to select other contacts from the same billing account - the only bad thing, the quote and invoice templates only have Primary Billing Contact placeholder options.

It does have job contact, but there isn’t really a way to trigger sending directly through the job as even the job opens the side panel for comms.

This was identified by Michele from Wood Inspection Services - 177397.

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Request

Date

10 months ago

Author

Thomas Hampton

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