We are a General Contractor. We've seen other posts. There is no current way to create a decent and meaningful project directory.

Issue: All the Contacts for Vendor or suppliers are in a grid under vendors (4-4). Fine. However, there is no way to link these Contacts to a job. So one is constantly re-typing all the same sub contacts (or many) into the contact grid under jobs (3-5) to be able to print out a project directory for example.

1. The grid line detail on the Job (3-5) Contact and Personnel tab is minimal. If it were a drop down control that selected the contacts from the Vendor table General Info tab (4-4) it would be much more useful and would eliminate retyping emails, names, and phone numbers.
2. If the information from above was linked to 3-5, we can actual print a nice project directory with the vendors type, address, personnel contacts who is assigned to that particular jobs.
3. It would be nice to a radio box to assign the main contact for a company under vendors (4-4).

There are other short comings the program currently hasn't addressed, such as a Vendor that has multiple locations with some employees working out of location A and some out of Location B. I would think ideally the Vendor address should be entered into a grid and have a location field rather than a few hard fields. That location field would then be a drop down selection on the Contract grid to associate an employee with the correct location and address.

If #1 and #2 could be accomplished, I think that would open up a lot of flexibility for many users.

by: Danny B. | over a year ago | Accounts Receivable