Adding contacts twice
When adding a new contact (creditors in particular), it would be great to not have to enter the contact information in twice.
1
vote
Natasha Hingston
shared this idea
For a creditor, there is the company and then a contact, however you can just enter the company details if there is no reason to have a separate contact. This is in place for when there are different contractors that you deal with for the same company, or if there is different contact information. In the May release a creditor contact that is marked as an accounts contact will now receive a copy of the creditor remittance statement. For owners and tenants, any saved contacts can be selected against multiple profiles by using the select existing option.