You can add multiple contact persons for a contact (i.e., a client or vendor listed in CRM) so that invoices could be sent to multiple recipients at once.
To add contact persons to a contact listed in the CRM:
- Select the contact under CRM
- From the Options menu, select Manage Contacts.
- Click New Contact.
- Add the contact information, and hit Save.
You can also edit and delete contacts from the Manage Contacts screen.