Company Name Population on Booking Forms & QB Syncing

It would be helpful to have a question on DJ booking forms that is for “Company” that would populate into the DJ contact. This could then sync into QB when the contact syncs and populate in the “Company” box in the QB contact. Currently, each time that we have to reconnect DJ to QB (which is about 1-3x/week), any manually entered company data in the QB contact is cleared out and only the customer first/last name is populated from DJ. This is frustrating because it means we are constantly manually inputting the company data into QB for commercial accounts.

Upvoters
Status

In Review

Board

💡 Feature Requests

Date

Over 1 year ago

Author

Sarah Herzberg

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