Service Agreement Contacts

New Contributor III

The contacts within the Service Agreement "Step 2: Locations and Contacts" needs some attention.

  1. When selecting the Billing Contact, Schedule Contact, etc., you can only see the phone number or email address and not the memo field. The memo field needs to be viewable so that you know which contact you are selecting. I realize that the new Contact Management feature is on the horizon, so that needs to be considered as well.
  2. Typically, the Location Records do not contain the phone numbers or email addresses of billing contacts. Billing contacts should only be on the Customer Record. The Location Record should contain contacts involved with coordination and job notifications, for example. However, when selecting "Billing Contact", only contacts from the Location Record are shown. The contacts from the Customer Record need to be selectable here as well.