New: Contacts & Companies

ContactsCompanies

So that Quikflw is a better solution if you deal with consumers rather than just companies, we have this morning released a new version that has contacts and companies (instead of just clients with contacts only associated to clients).

This means if you are dealing with a private individual or a couple, you can add them just as a contact and then create quotes, invoices etc., without having to set them up as a company. You can now select a contact directly in the contact drop-down on the quote and other documents and don’t need to select a ‘client’ beforehand (now changed to Company).

ContactOnlyQuote

Contacts can be converted to a company at the click of a button and can also be associated to a company using the Company drop down in the contact edit form.

If you primarily sell business-to-business you can carry on as before!

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