Forum Discussion
BrianB
4 hours agoNew Member
Anyone think it would be a good idea to have an option to Clone a Client? Similar to the "Create Similar Job" option in Jobs. We have clients with too many locations to track in properties, so it requires that we set the property up as a client and set the bill to as the main client. When doing this though, you run into and issue that there is no Bill To name available and you have to re-enter the bill to information/contacts etc., every time. Anyone out there with better ideas, I would like to hear them.