If you need to post more then one person when sending a quote or an invoice – you can now add multiple client contacts. When you are adding or editing a client – click Add Additional Contact and fill out the necessary details.
Once you’ve saved a client with multiple contacts and went on to create a new invoice or estimate – you’ll be able to select notification destination among multiple contacts. Whichever contact was marked as primary – will always be selected by default.
And we did not stop there. We’ve simplified adding contacts by breaking them down into Person and Company types. Person contact type has just name and email fields. Company client type includes address and allows multiple contacts.