Contact Management

Showing 7

Update contract classifications in bulk

On a contact if a new classification type is created, then it would be great to be able add to multiple vendors/customers in one go.

Matthew Carlisle about 2 months ago in Contact Management 1 Already exists

10 VOTE

Two Subs w/Same Company Name

SCM should allow us to have two companies in two different locations (city, st, etc.). We may have a Bob's Glass, Inc. in San Francisco & in Chicago. This does NOT already exist. See attachment.

Amanda Amason 6 months ago in Companies 1 Already exists

1 VOTE

with Contact info for companies I would think there would be a space to add Website.

No description provided

Guest 3 months ago in Companies 2 Already exists

2 VOTE

Project Directory to not Carry across Projects

I have a big company, and most of my subs are big companies. However, each project only uses about 3 people from each company. So right now I have to go through all these people, just because they and their company are on other projects. The proje...

Preston Sciarrillo 8 months ago in Contacts / Project Directory 2 Already exists

2 VOTE

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 10 months ago in Contacts / Lead Directory 5 Already exists

2 VOTE

Add permanent notes in inclusion section for sub-contract

To add requirement for liability insurance and Work Compensation

Guest over 1 year ago in Companies / Compliance 1 Already exists

2 VOTE

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 over 1 year ago in Contact Management 1 Already exists

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