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saviodesigns |
Would be great if you could have multiple contacts (or simply CC an email) on an invoice. It selects the primary contact of a company right now, a lot of companies have multiple users or emails that should receive an invoice such as someone from billing/accounting as well as the contact you work with.
Activity Newest / Oldest
Triston
To piggyback off this, it would be great to have multiple email addresses CCed on all system communications (ie. new file shared, new proposal, new document for e-signature, new invoice, request for payment method, etc.) Oftentimes there are multiple email addresses who will need to be in the loop on these types of communications
Mike
Status changed to: Planned
Kristin Heffley
100% NEED this. I have multiple client who need invoices to go to a different email address from project communications.
Josh Robbs
The present situation is bad. A person might be a company's primary contact for 1 type of communication but have nothing to do with other parts of the business. As is, only that primary contact has access to the company's invoices. That doesn't help me since they're not in the accounting department.