Create Complete Projects
- Create a Project, for example - Project A
- We will add, Client Details, Billing Address, Shipping Address, email Id, tel number etc. (this could also 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.
- This way different projects with different clients or same clients can have common contacts, who can view all documents (estimates / invoices etc.) with a single login id and password. which is a very integral part of a lot of the businesses right now.
A very important feature.
12
votes
![](https://secure.gravatar.com/avatar/80a04c118c119fb9c0a0a40c7c62ef86?size=40&default=https%3A%2F%2Fassets.uvcdn.com%2Fpkg%2Fadmin%2Ficons%2Fuser_70-6bcf9e08938533adb9bac95c3e487cb2a6d4a32f890ca6fdc82e3072e0ea0368.png)
-
Anonymous commented
I agree, and also think that sale order should be part of projects as well. For example, i have a client right now who runs a safety business, and their customers have "jobs/projects" separate from their initial companies orders. These are not based on hours, but length of Job. This could be handled by allows sub accounts to a contact or within the projects scope.