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Need to create new client, job, vendor, employees, equipment, etc. while posting

We need to have a link button right next to a customer, job, vendor, etc. as we are creating projects or posting data so that we can either view a setup or create a new setup. 

For example, as I create a new project, I search for the client and find I don't have them in my system. If I could click a New Client button, I would be able to do that without leaving my screen. 

I know I could open the Clients record as a second screen but why not save the time and keystrokes and have PC give us a quick option button? 

The button really should allow us to open an existing client/vendor record as well as creating a new one if we need. 

American Contractor and Sage do this. Why not PC?

• Jim Saad
• Aug 18 2016
• In Review

ProContractor  / AD - Administration

Company	Rarig Construction, Inc.
Job Title / Role	Controller
I need it...	Yesterday...Come on already

• Comments (2)
• Votes (49)

• Attach files

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• 
  Janice Obrien commented

  August 23, 2016 19:25

  I have found that Procontractor doesn't allow you to do anything "on the fly" like Sage & A/C. It's been very disappointing.

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• 
  Gayle Brinkley commented

  August 19, 2016 18:16

  Good idea Jim.  I think it's an excellent idea.  It would sure ave time and energy flipping back and forth between screens.  

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