Connect Contacts to Billing
Scott Bowen
When I create a contact, It would be great to be able to convert a contact into a customer. I. would like to be able to bill the customer from their contact record and see all invoices paid and future listed in the contact record. At this time, it is very confusing to have to create a contact record 2 times.
I want to see everything about a contact/Customer in their contact record.