When I enter a transaction, such as an Estimate, a...
# general
a
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
it seems like you need a script or workflow for that
a
Okay. Thanks. I was hoping it was a built in option