Hi guys,
First off I am loving this!!
Here is a my question, can I add an affiliate details to a client’ account page or somewhere else so that the affiliate or business partner would get a copy of the quote and invoices I send out to that particular client.
Currently I have to physically add him as a contact under client section.
Appreciate your reply.
Regards
Daniel
That’s an interesting suggestion, we’ll look into adding this in the future.
For now you’d need to add them as contacts to the client.
HI Hillel,
Thank you for your quick reply.
I will do the “add to the contacts” bit for now.
Can’t wait for clients to ask for quotes now. Talking about quotes… I have another question so I will open a new thread for that. Thank you for this.
Regards
Daniel