Ability to mark a client group as tax exempt or share Terms
Jessica Lavoy
Merged in a post:
Enable Terms to be Attached to new Clients when added to Client Group
B
Brian Young
Would love to see a way where TERMS are updated for any client groups when a new client is added to that Client Group! I understand that they are not set up as a client initially until they order, but would be nice if they are classified in that client group to keep the same terms across the entire group unless manually updated by the REP