I am setting up a holiday rental system. Potentials are Bookings and Products are Properties.
We have added the rental "from" and "to" dates on the
Potential and populated those to the
Quote. On the
Invoice there is no option to include custom fields from the
Potential (or quote) - this seems like a bug or simple omission - the Potential, Quote and Invoice are all linked and should have access to the same data.
Is there a work around? Putting the from-to dates on the contact is not correct as people may re-book at at a later date.