Re: Select customer contact for estimates

Method_Justin — Mon, 08 Dec 2014 15:35:31 GMT

Hi industrialrobotix,

I've put in a feature request for this on your behalf. I don't know if and when it will be implemented, but I'll post back here when I have some news for you.

- Justin

Select customer contact for estimates

industrialrobotix — Mon, 08 Dec 2014 06:09:04 GMT

Ive brought this up before but wanted to bring it up again. Would it be possible to add this function to Method New, or even the old Method - when doing an estimate, have a drop down box for the specific contact you would like the estimate to go to? Same with invoices. It's inconvenient to have to go into the company contacts and select/unselect "opt out" check boxes... When sending an estimate or invoice, it doesn't even show who is actually going to be receiving it unless I go back into the company and contacts, go through each one and see which boxes are checked...

Doesn't seem like it would be difficult to add this feature - just a drop down to select which contact to receive the estimate or invoice?? It would make quoting much faster if you have many contacts within an company IMO.

Thanks

Method Beta General Q & A

Re: Select customer contact for estimates

Select customer contact for estimates