Ideas & Enhancements

Add option for Neos contact changes to also affect customers job information in Quickbooks

Add the ability to link Neos contact changes like address and name to the job information entry for a linked customer in Quickbooks.

  • Guest
  • Nov 17 2023
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  • Guest commented
    17 Nov 07:07pm

    address changes should happen at the job level as opposed to customer level becuase if you have a repeat client and they move, you want to keep their old address on the old case but update the new case with with current address.