Allow contacts to be assigned trades.
We have many companies where a different contact person handles different trades (i.e. Joe Smith bids HVAC but Don Smith bids Plumbing). Please allow us to assign a different trade to a specific contact if needed.
11
votes
Mike Maas
shared this idea
We launched a feature you requested or voted for! You can now assign Contacts to Trades, so that when selecting bidders, only those contacts assigned to the trade(s) will be invited. Open a Company's Contacts table, then click "All" in the Trades column to assign their trade(s).