Option to set customer on a proposal directly

  • New input field for "customer" when filling out proposal details

  • Customer is not required.

  • Customer field under contact person (e.g. contact's company/customer)

  • Customer is set automatically based on contact

  • New field on proposal for customer, should not update contact.

    • When selecting a contact, the customer should be filtered on the selected customer's contacts

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Upvoters
Status

Fullført

Board

Feature Request

Tags

Tilbud

Date

6 months ago

Author

Kim-André Heggenes

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