Invoices/Estimates should link directly to the invoice/estimate in the payments tab.
J
Jeremy Petty
I have an automation that creates a draft estimate when a user moves into the "Qualified - Preparing Estimate" stage of my pipeline. I then create an internal notification and task to notify the owner of the contact to complete the estimate and send it to the customer.
What I would like to see happen is that when you go to the contact info and click on the payments icon on the right, in the estimate card, you should be able to directly click on the estimate name itself to be taken to that exact estimate in the payment tab (maybe even a 3 dot icon to choose to view, edit, etc.).
Currently, I have to click on the icon in the top-right corner of the estimate card which opens a new window to the estimate page and automatically filters to the contact's name, but if there were any other estimates associated with that contact they would all show up there.
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