Allow a contact to be associated with multiple estimates / invoices etc.
Each contact should be able to view all the estimates / invoices they are associated with, because once they start to be a part of different projects with different clients, we will not be able to have so many email ids for one contact for them to view all estimates / invoices etc. they are associated with.
So when a contact is associated with many different estimates / invoices etc. he / she will need only one email and login to access the portal and view all associated estimates / invoices etc.
Alternative on the same lines I suggest the following:
- Create a Project, for example - Project A
- We will add, Client Details, Billing Address, Shipping Address, email Id, tel number etc. (this could be an existing client in my contacts)
- We will also add other contacts associated with this project (could be new or they could be existing contacts in My contacts)
- We can then create estimates / invoices related to this project and its details.
5
votes
Ashwin Gowda
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