Ideas for Acumatica

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Under Construction>Projects>Contacts add ability to assign both Vendors and Customer contacts

In order to build full project contact list we should be able to select contacts from both vendor pool (consultants, architects, subcontractors etc) AND customers contact pool (owner, project manager, project coordinator etc.). Currently only vendors selection is available. 

  • Guest
  • Dec 13 2018
  • Shortlisted
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  • Michael Wansor commented
    3 Jan 07:00pm

    Internal Contacts such as employees also.

  • Shelley Hankey commented
    18 Mar, 2019 03:05pm

    This is an absolute must have. The ability to define multiple contacts under a vendor or customer database will allow us to effectively identify all relevant individuals related to a project. This is important to maintain the flow of information throughout the project.