How do i make the invoice & quotes views share the same information fields as contacts?
Hi.
I want to have quotes & invoices that replicate the same fields from contacts so that when i am creating an invoice in CRM the information from the contact is automatically transfered over. At the moment all i get transferring over is the name of the contact.
I have customised the contact fields and mapped them with other tabs but i cannot map them with th einvoice or quote layout. Is it possible to do this?
I have spent 2-3 hours looking through help notes & the forum hoping to find something that might explain it but so far no luck.