Sage Construction Management Ideas Portal
Be able to have a drop down to choose which entity the project is assigned to and then for email templates (whether its standard or custom) to be defaulted to that entity in scm
Ariel,
To confirm, you are describing SCM Subscribers managing more than one entity in a shared subscription of SCM. The entity you want to select is usually labeled "Contractor" field. The main change would be showing that entity instead of the Subscribers user entity. Does that make sense? Currently, when you pull down the contact or the assigned Project PM, it shows the company associated with that user. You want the option to select a user, but a separate company (entity) on things like Project, Prime Contract, etc.