Sub Clients
E
Eric Kalpakoff
We have some customers that are part of a larger organization but are different departments and have different contacts, site addresses, billing instructions. For example the County of ### is a customer and we service Public Works, Library dept., Probation Dept, Retirement Association, etc. It would be nice to be able to select the main customer 'Count of ###' and have a diologue pop up asking which entity within the County we are creating the item for.
While we can do this as separate clients with similar names, they all are goveren by the same master agreement so we have to sell labor at a specific rate and products at a certain margin. Would be rad to keep it all inside the same master client with the same client notes etc.
Also would be rad to have custom price types set per customer, but I already suggested that ;)