Is it possible to have a 'Sales Note' field where you can record certain notes about a customer that staff must be aware of during EVERY sale?
Currently we have a customer who needs to have job...
When creating an invoice I also have to email an invoice to some of my clients. Is there a way to get a pop up reminder per client mentioning email address (or other relevant info) to send invoice to? This to make it easier and not having to remember all different email addresses and clients that need invoice emailed to accounts dept and product send to a branch /shop etc. which in my case can be in a different state.