Allow me to export companies (and the associated contacts) from one EstimateOne Address Book and import it into another of my accounts
We are often adding new Subcontractors to both of our EstimateOne Address Books. It is quite time consuming to have to add the contact to the Address Book in one account and then add the same details to the Address Book in my other account.
It would be great if there was a way we could take the contact details we had just added in one account and add them to the other account without needing to re-enter identical information.
2
votes
Emma.Tatulli
shared this idea
Appreciate the feedback! This is now available on EstimateOne! We’ve introduced a shared address book option between two accounts. If you’re looking to set this up please reach out to us and we’ll begin the process.