It would be great if we can access a finder to select customer contacts from the main Contract screen. Either the customer/ship to addresses or CRM people. Since CRM will allow multiple contacts (via ship to's) this would be the easiest. Also to be able to make notes and communications for contacts regarding projects would fill a gap in functionality that would be very useful for project managers. The demand from clients is to able to go to CRM, list the customer's contacts, list the project that attached to that contact, see any notes or deadlines etc.
Presently the contact zoom buttom takes you to the customer contact and if that's not correct one has to manually type in all the information. As there is no finder or validation on this field, there is no reporting and it's not that useful.

by: Heather W. | over a year ago | Operations Management