Cloning both billing address AND customer address (drop-down access)
Simply put, I am a subcontractor that sends proposals to several contractors for the same project through a shared network. I would like to eliminate the redundancy of entering the JOB location when I change the contractor I am sending to.
Default- this info must be entered every time, even on a cloned proposal.
1)create proposal with client and project location info (new or existing in drop-down)
4) select new/different client (from dropdown)
5)*still have to manually enter project location (rather than info xfer from original)
6) save/send etc.
Trying to eliminate step 5.