Currently, when a subcontract is created in PM Subcontracts, the Distribution pulls in Contact #1. That contact name is automatically added to PM Project Firm Contacts. If that is not the right contact for the subcontract, you can change it on the Distribution tab. When you interface the subcontract, the updated contact will be added to Project Firm Contacts IN ADDITION TO contact #1, causing you to have 2 contacts every time; one of which is probably incorrect.
Guest
| Company | Tellepsen |
| Job Title / Role | Director of Professional Development |
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Please fix this! Why does it still automatically default to the first Contact that is listed under PM Project Firms. That list is sorted by our employee numbers so basically the employee that has worked here the longest is the one that shows up in the Distribution tab for every Subcontract. So then we always have to change it for every job and for every Subcontract. Just give us the option if we want it to automatically default or not.
I agree with this request. Better to have no contact prefill (which is unfortunately the last stage or the retrieval logic) than to send it out to the wrong contact. Please add a checkbox option in PM Company Parameters Subcontract Tab to turn this retrieval off. This retrieval never works for us.