Dedicated fields in the header for professional licenses (e.g., RBQ)

Several users have requested a specific, properly formatted field to display their contractor license (such as the RBQ number) in the header of template bids and invoices, as required by certain clients or government agencies. Currently, manually adding the number to the company description can cause display issues (e.g., the number is split across two lines when the report is generated). Additionally, for users managing multiple entities (e.g., ADM, Darcom, Rodrigue), the RBQ number entered automatically applies to all companies in the account, even those that do not have a license. The header components should be reorganized to include this field and allow it to be associated only with the relevant companies.

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Upvoters
Status

Planned

Board

Evalumo

Date

3 months ago

Author

Louis-Philippe Tremblay

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