Sales Invoice contact allocate as default for booking | Voters

Sales Invoice contact allocate as default for booking

Hannah Giles

Can we in anyway make a contact record the default sales contact for placements, a setting within the contact record?

Example- if there are 4 contacts in a client record, can we have a tick box within a record to state sales invoice contact and this default within the placement?

77089

Hi Hannah, Thank you for your feedback. This will be included in our planning and strategy meeting for consideration in the coming development quarters.