Service Plan Name and ID
Philip Ferreira
We need the ability to edit the wording for Service Plans from the customer-facing perspective. Not every business uses service plans; in our case, it's a Membership Plan, but for others, it could be a Maintenance Plan. This includes the line item on the invoice, the ID Field, and the naming convention on the customer portal.
Boaz Schonherz
Philip Ferreira
Noted, thanks.
You can title the plan so it will also be visible in the client project.
This is not sufficient enough?
Ariel Weil
Philip Ferreira
Boaz Schonherz is not ideal, potential for customer confusion, and unprofessional.
If anything, at least the line item on the invoice please.