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I have multiple contacts at one company, the quotation is sent to A, the invoice must go to A and B. So how do I set up multiple contacts for one company?
I have multiple contacts at one company, the quotation is sent to A, the invoice must go to A and B. So how do I set up multiple contacts for one company?
That is not possible; you can only add one contact in the customer file. When sending from Dexxter, you can add multiple email addresses, but not in the customer file when creating a customer.
But be sure to let Dexxter know; I did the same thing.
You really should try it out for yourself. Even if you don’t have a company number yet, you can already go ahead.