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SAGECM-I-506
SAGECM-I-506
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9
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Status
Future consideration
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Categories
Companies
ITB (Invitation to Bid)
Created by
Norman Wendl
Created on
Aug 26, 2024
RELATED IDEAS
Add Vendors to ITB by Classification List, Not By Distance
Customers and Vendors
For AP transactions can we make a way for only Vendor Companies to populate in the drop down of transactions being entered
Reports that show linked vendors, customers, employees
Subcontractor and Supplier Performance Reviews
Add Customer and Vendor checkboxes to Company Profile form
ITB > individual emails
Allow for filtering by "Sales Contact", "PM Contact" and other lead/project fields in setting a users access to active leads & projects.
CC component of ITB function sending you the email with the full CC list.
ITB Vendor Messages - Default View To Show ALL messages
ITB - Show Vendors grouped by classification similar to Contact Management module's Company listing
See attached images for more details
ITB_ViewCompani...
ITB_ViewCompani...
ITB_ViewCompaniesByClassification_1.jpg
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ITB_ViewCompaniesByClassification_2.jpg
Open full size
ITB_ViewCompaniesByClassification_1.jpg
ITB_ViewCompaniesByClassification_2.jpg
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