Add emails and phone numbers to the Edit screen of quotes/invoices
H
Heath Burchinal
Phone numbers and emails need to be shown on the Edit screen of quotes/invoices. To have to hit save and look at the overview is one step too many thats unnecessary. Allowing us to edit the contact info from that screen and pushing and saving to the main Customer setup would be a huge time saving option as well.
J
Jennifer Mattila
I second this! It's a waste of time to switch between the screens.