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Project Contacts

There needs to be Company Name in the field chooser. A list of names is VERY HARD when you dont know what company that person is.

  • Arie Rolfe
  • Apr 13 2016
  • In Review
  • Attach files
  • Cindy Rosario commented
    February 28, 2019 16:37

    It was suggested to me to put the Company Name is the "Memo" box but that's an additional step that I have to do each time I set up a contact.  This should not have to be another step that we have to go through to get the Company Name when we already add it to the existing field in the contacts.  This means more time for us to do input.  If we have to put in the Customer Name in the existing field, it should be available to search contacts by!!!

  • Deleted User commented
    August 24, 2018 16:28

    Thank you Tom. Perfect

  • Tom Pilkington commented
    August 24, 2018 15:43

    In Procontractor, under projects>setup>projects the contacts tab . Currently there is only: contact type, name, work phone, extension, cell phone, E-mail, mobile access, department, job title. Need to add "Company name" to the Field Chooser. Attached a screenshot.

  • Deleted User commented
    August 24, 2018 15:08

    Tom,

    As we evaluate this, I want to make sure we are clear as to where the application you want the company name to view part of the chooser. Can you provide?


    Thank You

  • Tom Pilkington commented
    August 24, 2018 14:40

    This is 2 years old? WTF!!! This should be a no brainer. It's a pain in the rump to figure out if I have all my contacts from a sub on a Project. We end up having to delete doubles all the time. Plus if I need to figure out who to call on a job and all I have is the company name its a pain in the rump. Why do we have to have 2 or 3 windows open just to make sure we have everyone in the list?

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