New CRM section helpful updates

  • For the new CRM section, it would be great to:

    - import/export companies or clients
    - Add clients with inivtation as option (or for later)

  • - Edit client info (in case they didnt add full name)
    - Have all data sync with Company Info inside a Project
    - Add invoices after Purchases

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Request

Date

About 2 hours ago

Author

Steve

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