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Contact Management

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Add contact to lead without having to add a new company

It is very common to need to add a new contact to an existing company when creating a lead. Currently the lead directory only allows for the addition of new companies and new contacts. This led to duplicate companies being created in our system. I...
Carl Lyles 21 days ago in Contacts / Lead Directory 5 Already exists

Add permanent notes in inclusion section for sub-contract

To add requirement for liability insurance and Work Compensation
Guest 8 months ago in Companies / Compliance 1 Already exists

Access PO's and Bills from Vendor/Company Profile

DISREGARD - I found out how to get there. From an overall perspective, it would be helpful when you're in a vendor's "Company Profile" to be able to see PO's and/or Bills that might apply to that vendor across all projects. Seems like it would be ...
Beverly McKay 9 months ago in Contact Management 1 Already exists