Add Accounts Contact information on Client Records so they can appear on billing requests
We'd like to record the accounts contacts from our clients on the main client record so that it pulls through on our billing requests and there's only once place to update it, if it changes.
Anonymous
shared this idea
Hi all this was rolled out to live last week enjoy !
If you need any further support with these changes please contact support@firefishsoftware.com
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ah ok that helps thanks Alison - yes we can come up with something here. It has 10 votes at present so I am sure it will climb up the polls.
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[Deleted User]
commented
We are trying to record who the accounts team is for each of our clients so that when we use your billing email template, that can be included, so our Accounts team can record it their end when they get the billing requests. I've been told it can't happen because all the information is job and contact lead, rather than any info from the client record.
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HI could you elaborate a little more on what information you are looking to store and how you want it to be used in Firefish.
Many thanks Wendy