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Linking Contacts to...
 
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Questions Linking Contacts to Locations and Locations to Projects

 
Everything Else
Last Post by Stephen Gorsch 3 years ago
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Stephen Gorsch
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 Stephen Gorsch
Topic starter
July 8, 2022 4:45 pm
(@sgorsch)
Active Member
Joined: 3 years ago

Since it does seem that Contacts can be linked to Locations, I was wondering how everyone else was getting around this hole in Acumatica.

We have Customers with multiple Locations and multiple Contacts. We would like to see the Contacts that are at each Location, but all we get is a list of each in separate tabs that aren't linked in any way except for at the Parent Company. How do you see which Contacts work in one State (Location) vs another State (Location). 

Also Locations can't be made a part of a Marketing list or Campaign...or a Project. If we do a Project in one State (location) we want to tie it to that Location do to Billing, Shipping, etc.

Am I just going about this the wrong way?

Thanks for any input. 


Tim Rodman reacted
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