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Currently when creating a new customer (or vendor), the way one has to add contacts is quite awkward and so often times is just skipped. The contact has to already exist in "Administration\Setup\Contacts" in order to be available to add to a Customer's (or Vendor's) contacts. In AC one could add a contact on-the-fly which made it quick and easy to do so. Unfortunately, this has rendered our contact list just about useless. (The contacts migrated from AC by the PC team was so messed up we never could use them either.) Another AC contact feature that I miss is that one could set the system to automatically add contacts from new customers, vendors, employees when they were created.
Bob Arnett
From the contact lookup in both Customer and Vendor setup you can add a new contact record without going into the admin menu. By clicking the new button it will open a popup that allows you to add your contact record. Actually anywhere the contact lookup is available you will be able to add a new contact record.
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Why is this not an option on the AR side, it's only available on the AP side.
I'm happy to find that out but it certainly took a while to respond; seven months to say "already exists". Also I'm a little puzzled since on that "Contact Lookup List" within Setup Customers, there are 14 contacts listed, whereas there are 547 contacts in the list if I go to Admin\Contacts. Why is that?
To be able to add Employees and Vendors on the fly would be most helpful and a time-saver as well.
Agreed. Most all other software programs allow this option. It is very time consuming to not have this option.
I agree, also being able to look at a vendor while in the invoice entering area. In AC you could pull up the vendor and view reports and statuses and modify if needed. It's so much wasted time having to go to different areas to do the simplest of tasks.