In an account or an order we need to be able to add additional client contacts that need to be searchable. For example. You may need several contact at Head office in the accounts page. You might need several diffrent contacts at the site.
You also need to be able to select which contacts to make primary and when it comes to sending invoices or quotes we need to have a method to send the information to all the contacts in the order or the account, or a particlur contact.

For each contact we will need:

Name, position, email and telephone number.

I imagine that we won’t need to put this in the enwuiry stage, just as an extra option on the order stage and the account screens, probably with a simple ‘+’ much like this:


Written By

Adrian Portsmouth