Add a button in Documents to insert client information like name and address

Add a green button for users to easily insert client information like name and address into documents like work orders, instead of requiring users to go to the clients or projects page just to copy the details.

Please authenticate to join the conversation.

Upvoters
Status

Submitted

Board

πŸ’‘ Feature Requests

Date

6 months ago

Author

Clayton Patterson

Subscribe to post

Get notified by email when there are changes.