LionDesk V2 CRM Ideas Portal

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Link Transactions and Contacts

It would be useful to have the ability to create transactions from the contacts screen. As well as having the ability to get the contacts information from within the transaction screen.

Right now I have to have both screens open in separate tabs to get contact information and reconcile my transactions/contacts.

  • Dwayne Perryman
  • Jul 29 2020
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