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External Data

CONTACTS Play Video

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:

  1. Suppliers may be assigned to individual or groups of resources. Assigned suppliers may be changed at any time.
  2. 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.
  3. Addresses may be several lines long - use Ctrl & Enter to wrap to next line
  4. Contacts may only be cut and pasted (moved) within the same table