Do not let information (Docs/Invoices) from Jobs flow into the contact.
It is very confusing when a there are multiple jobs under one contact and all the activities, invoices, and documents flow into the contacts, activity, and documents.
Each job should store their information individually and not have their files flowing and mixing in with other jobs that are under the same contact.
1
vote
Diana Lopez
shared this idea
This has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.