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We need the option to input both Owner and Architect information complete with address and phone number fields.

I need the ability to print job reports that list the Customer, Owner and Architect and include all contact information.

  • Jackie Kettering
  • May 30 2018
  • In Review
Company Reliance Interiors, Inc.
Job Title / Role President
I need it... Yesterday...Come on already
  • Attach files
  • Jackie Kettering commented
    June 14, 2018 19:45

    It makes no sense.  When you set up a new project and billing format, it actually asks for the Architect, however the only information you can enter is a customer number..........   Also, on the additional tab on the project record it asks for the "Owners Project Number", why not have a filed to list the Owner too..... 

  • Triniti Hall commented
    June 14, 2018 19:02

    Contacts are a useless feature in this system. You should be able to link contacts to every report, form, etc., yet that is not an option. I was told to set up user defined fields for this information, which is redundant, however you still cannot add them to all reports or forms.

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