When building a project we often have a main account (e.g. Township Board of Ed) and several install locations (Grammar School A, Middle School B, High School C)
We open accounts for each of the install locations and then relate them to the main account where all the invoicing should be sent.
We would like to be able to add related account to a project. Opening all the service orders under one account and showing the install location as the ship to address makes it very difficult to manage each location. We are currently working on a project with 27 different install locations. our techs need to see the address on the service order so they know where they are going.
Please allow related accounts to be placed on a Project. It would make my life so much easier.
Thank you
Pat Schulze
We open accounts for each of the install locations and then relate them to the main account where all the invoicing should be sent.
We would like to be able to add related account to a project. Opening all the service orders under one account and showing the install location as the ship to address makes it very difficult to manage each location. We are currently working on a project with 27 different install locations. our techs need to see the address on the service order so they know where they are going.
Please allow related accounts to be placed on a Project. It would make my life so much easier.
Thank you
Pat Schulze
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