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External Data |
CONTACTS 
Details of your clients, main suppliers, architects, surveyors and subcontractors
can be held in the Contacts table. This is not only a useful source of
contact information but can also be used to link your suppliers with individual
resources, the basis of the purchase ordering functions.
Key Features
- Maintain a file on each of your key contacts - clients, architects
etc.
- Links to e-mail/web pages
- Assign suppliers to resources (by Category if you wish)
- May be used as basis for product enquiry/order
Suppliers may be linked to individual resources using the Resource editor.
Use this feature so you can see at a glance who the preferred supplier
is, and the price they currently charge.
Once a resource has been used with in a Schedule you can change the supplier
associated with that resource in the Schedule
Resources table.
There is also a form view for this table which you may find easier to
read
Notes:
- Suppliers may be assigned to individual or groups of resources. Assigned
suppliers may be changed at any time.
- When you use these resources to price work, the preferred supplier
will be shown along with the resource. The preferred supplier for a
selected schedule may be changed at any time.
- Addresses may be several lines long - use Ctrl & Enter
to wrap to next line
- Contacts may only be cut and pasted (moved) within the same table
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