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.
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
26 days ago
in Contacts
0
Needs review
Ability to add Company Classification WHILE adding new company to Contact Management.
When adding a new company to Sage, you input all of the address, contact info, etc. It would be more natural to also choose company Classification at this stage. As it stands, you have to fully add the company AND THEN you can assign classificatio...
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]
0
Needs review
