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More Detailed Customer Customization

We could automate how each Customer's projects are set up as it usually the same with each one.  Same type Billing form, same type Contact, same Billing address, same Architect, same Retainage amounts, etc.  Companies who want to increase their sales could use this information to process projects faster, have the ability to communicate with their Customers more often and more efficiently.  There could be so many more forms field on the Customer's page also allowing for more customizable reports.  The Contacts information does not include fields such as what Billing format each Customer prefers, etc.

  • Robin Phillips
  • Jun 14 2019
  • In Review
Company Nouveau Construction & Technology Services, LP
Job Title / Role Accounting Clerk
I need it... 1 month
  • Attach files
  • Gillian Brown commented
    June 28, 2019 15:40

    Yes, this is very true and would be very helpful! I was about to submit the same suggestion with the following information!

    SEC Number

    Tax ID

    NAICS Number

    BDA Name

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