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 isnβt 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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In Review
π‘ Feature Request
10 months ago

Thomas Hampton
Get notified by email when there are changes.
In Review
π‘ Feature Request
10 months ago

Thomas Hampton
Get notified by email when there are changes.