GoProposal Ideas Portal

Project Name to appear on everything especially client correspondence

We very often quote the same client/accountant for multiple different projects or clients. To differentiate, we use the Project Name field, however, this title does not appear on much at all. My client/accountant cannot see the project name from the email without opening the proposal; it is not shown when viewing the proposal details from the dashboard and it is not added when the invoice is raised in Xero.

  • Karen Garrattley
  • Apr 18 2023
  • We're Taking A Look At This
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