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AP - Adding a director/ contact direct from CM+

Richard Terhorst
suggested this on September 06, 2010 16:04

When adding directors or other contacts into AP that by clicking add all individiuals (maybe companies to accommodate audit firms) in CM+ are shown on a drop down list to click and automatically insert them.

This saves duplicate entry.

This maybe activated by linking in CM+ through associated links.

If not an additional feature maybe when adding a director in AP the link in CM+ is automatcially done.

 

Comments

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Alison Ford
Keytime

We are planning something similar for a future update.  

November 11, 2010 10:44