Hi,

I just updated DL to V 3.2.3 and fired up Billings trial again, read the Guide, and it says there on p.9 it says:

"If the project was linked to a contact/organization in Daylite that is not in Billngs, then Billings creates a client and adds the project to that client."

Well, that ain't working! I just tried 3 different projects. What's more, my user/contact record in DL is not even 'linked' to the project in DL, yet I am in Billings as a contact, and the send to Billings action just adds the project to my contact record in Billings. If I have that project linked to both, a contact AND an organisation in DL, why doesn't that process at least give a screen to choose which one to use in Billings as the new contact/organisation? Does this process look also at the 'Owner' record in DL to determine what it looks for in Billings? I find this very first and important new feature is not working as described or expected. A bit disappointed really...

Chris