Skip to main content

Edit billing details organiser

In the CRM contact page you can edit billing details which brings up a slide on the right-hand side of your screen.

In that slide are contact details/custom feilds etc, would we be able to get a solution that lets us pick how that is organised?

For example a global setting that said all “Primary Contact” was to be placed at the top. But with an option to override that setting at a client level if needed with an ordering system/click and drag system that was build into the “edit billing details” slide.

This would help with admin efficiencies and workflow.

Status: In Review

Log in to comment and vote

No comments yet

Be the first to share your thoughts.