One table that seems to be missing from Sage is a Contacts table. For example, there is a client contact, their information is firstly entered in the grid of the "client" screen. If that same person is the contact for a project, the same information needs to be entered into the grid of the "Job" record.
It would make more sense to have a contacts table. It would have virtually the same fields as the client or job contacts screens (but an added field would be a "client" field, so the contact could be assigned to a client number), but the advantage would be that having this in a table would allow it to be SEARCHABLE, like how you can search for jobs, parts, work orders, or virtually everything else in the software.
This would help users in so many scenarios. Just off the top of my head I can think of: jobs, word orders, submittals, transmittals, and purchase orders. In each of these screens, there are places where contact information needs to be entered (ie. RE-ENTERED, based on the current design of the software).
It would also allow for some pretty awesome reports to be done. For example, combining a contacts table with the AR list could give you ALL the contacts for a given company when making collections calls.
by: Ryan B. | over a year ago | Other
Comments
Excellent idea! Nobody takes the time to enter the contact in the job and the client.