We create all of our jobs through the Project Management module, then interface them to the other modules. PM is a 'staging area' of sorts, yet we cannot enter relevant recipients under the JB Info tab in PM Contracts.
That section is available once it's been interfaced in JC Contracts, but ideally we would add our recipients at the time the project is set up in PM. Both forms have a "JB Info" tab so I'm not sure why one would have everything else, but not the other.
Thank you.
Company | Kalkreuth Roofing & Sheet Metal |
I need it... | Yesterday...Come on already |
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Agree 100% with this - also would be nice to have Customer PO number tab available before interfacing (on PM Contract)