+ 1 on merge contacts and organisations.
Often an enquiry is made with a member of the company, when all confirmed and sending invoices have to add new organisation as company and then re-add the initial person as a contact. Very slow and just doesnt get done.
If you could just make the original organisation as a contact, can then add that contact to new organisation
vote this task - it will solve this issue and many others
This would save a ton of time without having to login into quickbooks to add the payment method. paymetn method is chosen in RMS and invoice is marked / stamped as paid and then syncs to quickbooks.
Basically merging your current in built payment methods into the QB integration
We’re investigating this for future development, thanks for the votes and comments!
It’d be really interesting to hear everyone’s thoughts on how you’d envisage this feature working, as well as any common scenarios where you’d like to be able to select alternative products.
Let us know in the comments – your feedback is really useful.
Swap item, 3 votes added to this