Introducing Contacts: Manage Multiple POCs for Each Client or Vendor! 💼
New Feature
Managing business relationships often involves working with multiple people within a client/vendor organisation.
With Contacts in Refrens, you can now manage this with ease!
Key Updates:
- Add multiple contacts under a single client or vendor
- Link one contact to multiple organisations
- Mark a primary contact for a client or vendor
- Use contacts in invoices, quotations, and other documents
This will give you a more organised way to manage the actual people you work with across your business relationships.
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Same Client Different Point of Contact
We Bill to One Organization Some times we have different Contact Point or Different Location Now I create each as a different Contact. I will be great to seslect Organization and then select the contact we want to send the INV/ Quote/ etc to
#1176Nagaraj K
Complete
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