Same Client Different Point of Contact | Voters

Same Client Different Point of Contact

in progress

Nagaraj Kuchangi

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

September 23, 2023

Vaidik from Refrens

Merged in a post:

Address Invoices to a Person within a company

Sathya R

In billed to section please add person clause also, above institution or business name in both quotation and invoice.        
For Eg- In giving quotation or invoice to factories or govt institution we have to address for whoom we are giving quotation or bill like
Principal,            
govt school,
place
so please add person or designation clause in billing section

6 hours ago

Gustavo Antonio Yanez de la Garza

Are there any updates on this feature? I remember I was told via whatsapp that it would be ready by June.

Gustavo Antonio Yanez de la Garza

Also, a big thanks to Refrens team for providing me the renewal for my subscription, but without this feature, Refrens is not useful for me besides the quotations format

Rapid Infotek

Have any update on this enhancement? Its necessary to have Contacts option in CRM. Its very difficult to use custom field.

Shubham from Refrens

Hello, Nagaraj Kuchangi Gustavo Antonio Yanez de la Garza Thank you for your patience! We're excited to let you know that we've been working hard on this feature, and we're happy to confirm that you'll soon be able to add multiple contacts to a client/vendor.
We know how important this is for your workflow, and we appreciate your feedback in helping us improve the system. We're aiming to have this feature live by February 2025.
Let us know if you have any other questions or suggestions in the meantime!

Gustavo Antonio Yanez de la Garza

Shubham from Refrens Thank you very much for the update, I personally decided to stop renewing my subscription because it took a very long time to even receive a response. I will gladly renew when this is available.

ELE-CON ENGINEERING

Shubham from Refrens Its already more than 3 months from the estimated date. When is this feature expected?

ISMAIL MOMIN

This was informed a year ago to refrens CRM team but no changes yet.

Gustavo Antonio Yanez de la Garza

ISMAIL MOMIN I have been making posts requesting updates in this topic, bot they seem to ignore them...

Gustavo Antonio Yanez de la Garza

When will this feature be available?

Gustavo Antonio Yanez de la Garza

When will this feature be available? Is there any due date?

Gustavo Antonio Yanez de la Garza

When will this feature be available? Is there any due date?

Gustavo Antonio Yanez de la Garza

When will this feature be available? Is there any due date?

Vaidik from Refrens

Hi Gustavo Antonio Yanez de la Garza: yes - we're working on it. And you can expect this soon enough. You'll be able to add multiple contacts in a client/vendor and them use them while billing.

Gustavo Antonio Yanez de la Garza

Vaidik from Refrens: thank you very much for your update. this improvement will potentiate the usage of Refrens

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