Link Contracts to Customer Detail Page
Once contracts are created, they should be linked directly to the Customer Detail Page as an additional tab, perhaps near the top for easy visibility.
Would it also be possible to add an import functionality for easy use with web-forms that have been filled out and signed by customers?
5
votes
Nick Lopez
shared this idea
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Spencer Pous commented
+1 for MSP feature
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John
commented
Please also link Recurring Invoices to the Customer screen. It's a common sense thing that should exist in any CRM. Thank you.