When I enter a transaction, such as an Estimate, an enter a customer, it prefills the contact info the primary contact of that customer.
Is there any way to have it autofill child companies as well with the parent company contact info?
l
Livio
05/13/2022, 5:38 PM
it seems like you need a script or workflow for that
a
Azi
05/13/2022, 6:58 PM
Okay. Thanks. I was hoping it was a built in option