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Created by Guest
Created on May 30, 2019

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Have Sales Contact tied to a Builder

Have the Sales Contact as a field in the Builder Information.  This would eliminate the need to manually update the Sales Contact field for each job.  If the Sales Contact Changes, the user would update the Builder info and that would effect only new jobs.  All old jobs should retain the original Sales Contact they had.

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  • Admin
    Jason Slawson
    Reply
    |     Jul 1, 2019

    This will be looked into as we explore Project Management enhancements.

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