Is there a way to create a new contact for a company from within Quote Entry if a contact already exists with that name?
For example, I have “Customer A” with a contact of “Amy Williams”, but Customer B just hired a new buyer named Amy Williams. When I click New Contact in the Quote entry (this quote is for Customer B) and type in Amy Williams, rather than creating a new contact for Customer B, it pulls the contact from Customer A.
I would think that the system would notice that the Amy Williams that it is pulling is from a different Customer…but, perhaps I am wrong?