When setting up a new Job for an existing client, all of the client contacts should pre-fill. Now every time we set up a new job, all names, phone numbers, email address, etc. have to be entered again.
by: Lisa S. | over a year ago | Accounts Receivable
Comments
I would really like to see the contacts in receivable clients automatically go into job contacts when I create a new job. Instead of having to manually copy and paste it from client list to job list.
YES!!
Yes! This should be standard to select contacts you want to add to a job, that you have already spent time entering into Sage 100, You shouldn't have to re-enter them for every job. Real loss of time and basic proficiency with having a database.
YES!! please
Clients have many contacts and for large companies the contacts are specific for each job. Instead of importing all the contacts, you can just copy and paste the rows you need from the client to the job when setting up the job.
Cut & Paste option is great; one "tweak" to that would be to add a "drop-down" list in 3-5 to enable of selection of the contacts you want to include for that Client. That would be great!
I agree with Sherry - being able to select from the Customer contacts would be better.
Delivered in version# 24.1.