When creating a new quote, there is currently an option to add a new Client Contact directly from the quote page. However, it’s not possible to add a new Billing Contact from the same screen — this must be done separately via the client card.
It would be beneficial to have the ability to add a new billing contact directly from the quote page as well.
When creating a new quote, there is currently an option to add a new Client Contact directly from the quote page. However, it’s not possible to add a new Billing Contact from the same screen — this must be done separately via the client card.
It would be beneficial to have the ability to add a new billing contact directly from the quote page as well.
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