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Contact Management

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Titles for contacts - ability to add a new title on the fly

When entering a contract and their title is not already in the master list have the ability to add it to the list without having to leave the contact screen.
Bruce Dutnall 4 days ago in Contacts 0 Needs review

MWBE and SDVOB

Please put Checkbox fields on main info page for Companies to identify MBE, WBE or SDVOB- as almost all public work requires %s of each of these to be hired.
Guest about 1 month ago in Companies / Compliance 2 Needs review

Option to hide internal contacts on drop downs

When selecting Suppliers and Subcontractors on drop downs it would be nice to hide internal contacts from the list. Example ITB and RFPs.
Matthew Carlisle about 1 month ago in Contact Management 0 Needs review

Add a Rating tag for companies in Contact Management

Add a field that would allow users to rate vendors. For the sake of the current Contact Management setup, the ratings would be: 1 2 3 4 5 N/A [N/A for companies who are only clients]
Audrey Peebles about 1 month ago in Contact Management 0 Needs review