All linked documents (P.O., Invoice, Quote, etc) should auto fill the ID, so we don't have to change it every time - at least the Client Facing ID should be a name that is the same for all linked documents (ex: Primary Bedroom-Hill Family, or Light Fixtures Kitchen & Great Room, etc)
It auto fills with random other Invoice names, and we don't catch it every time. It makes sense to have some kind of common title for all linked documents. That is autofilled to match, and of course, we could change it if we need to. Thank you!
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In Review
π‘ Feature Requests
Over 2 years ago

Karen Hattan
Get notified by email when there are changes.
In Review
π‘ Feature Requests
Over 2 years ago

Karen Hattan
Get notified by email when there are changes.