Integra Ideas

Idea and discussion portal for the Integra product line. Users may submit, view and vote on ideas submitted by all users.

Improve the way Contacts are handled - (Contact Management)

We would like to be able to have a more robust Contact Management system.  We should be able to enter contacts in Customer Maintenance (with title, email, phone number(s), notes etc.) and these should flow to the Job / Order.  We should also be able to enter contacts at an order or job then save them in the customer maintenance module.

  • Keith Onchuck
  • Apr 22 2019
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  • Janeen O'Dell commented
    April 25, 2019 11:33

    Hi Keith,

    Thank you for adding this idea our to our portal.  We have more robust content for the contacts used within our Credit Manager program and others.  I will talk with our development team about adding something similar to Customer/Job and get a feel for the effort involved.  Thank you.

    Janeen