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Deesseboutique
05-21-2021
08:08 AM
Customizing contracts with the clients email, phone and street address?
I am not finding a premade field for this information (which is terribly basic) nor an easy way to add it in.
Suggestions?
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1 REPLY 1
It should be the very first option once you click Create Contract, It will load the templates to choose from,Once you click Create Contract, the first option should be the recipient field and you can then add the Client from saved list or create new.
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