I have a number of situations that there is more than one contact for a client depending on the job i do and the person that I deal with for that company. Is it possible to have different emails associated with a client so that i can send the invoice to different people within the one company depending on the job i do.
Hi Andy,
The product is really designed for SMB’s who mainly sell to other SMB’s, or accounts payable in larger companies. One way to do it and it’s a easy work around is something like this.
AIB: John
AIB: Clare
AIB: Frank
Each one you can associate specific details with. Don’t forget on invoices etc, you can simply use the comma and add as many email address as you like.
Hope that helps Andy.
Pete
I would use this feature also. I often deal with companies who have different people organising different projects etc. I generally have the financial officer as the main account contact. But having a quick dropdown list of other contacts in that company to CC would be handy.
Peter Connor
October 2, 2015
