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Contact Management

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Default Tax Codes

Default tax codes for a company overrule the tax code set for a job cost code. If a default tax code is set for the company then it should automatically be assigned and shown to the user that it is applying a default tax code. Currently set up so ...
Guest 11 months ago in Companies / Job Cost Codes / Tax 0 Future consideration

Contact Mgmt - Customize Colunm - Address Option

Currently you can select city/state but, not address in the custom column for contact management list.
Guest 11 months ago in Contacts 0 Future consideration

Cost Code level contacts

Need further breakdown of contacts for leads...by the minor level of cost code. The classification codes allow us to choose from Division and Major level only.
Guest about 1 year ago in Companies / ITB (Invitation to Bid) 0 Future consideration