Need Mailing Address Fields (From Contact) in Invoices
We have just switched from using Leads - Potentials - Accounts - Contacts to just using Leads - Potentials - Contacts as this serves our business better as we deal with customers rather than companies.
There is no way to add the address from contact (mailing address) to the Invoice module so it show on that module.
This is essential and should be easy to do to add the fields in setup of invoice module.
Also, why can't i add ${Contacts.First Names} to an email sent from potentials.....we work out of potentials and you there is no first name field in Potentials....
These are very basic things that have been requested over and over again over the past few years....and all that ever get said is this will be analyized........
When will we see some action on this!!!!!