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quotes for new customers who aren't already in the customer list

Idea suggested by Steven Gosling 8 years ago

When creating a quote, I would like to put in a customer name or reference rather than having to pick them from the existing list of customers.

70% of my quotes are for new customers. If the quote is then won, I can add their details to the customer list. If its lost then I don't have loads on non-customers in the list.

Just saves time.

1 Reply

Hi Steven,

Apologies for the delayed response.

This feature has been added in now, so when creating a new quote you can also create a new customer on the same page, please see below;

file

Thanks, Tommy

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