Make the AR Customer field on the JC Job Setup/Billing Info field a required field. This field can be used by 3rd party partners to import or export information from the Job record. Many clients may use this field for custom reports/inquiries/Office connector queries. A pop-up or warning message would be good to have.
by: Gaylene W. | over a year ago | 2 Project Management
Comments
Please make this an option in JC Settings - Very occasionally, 2 different customers are billed for the same job.