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
About 1 year ago

Thomas Hampton
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In Review
π‘ Feature Request
About 1 year ago

Thomas Hampton
Get notified by email when there are changes.