Project Quote - Add contact of a Branch Employee

  • 16 August 2023
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Hi, in a project quote for example(PM304500) , but not only in this form, we have in the header the CONTACT field. I want in this case to do a Project Quote for an Employee of a another branch.

So i choose the correct Business Account(Interco), and i see only the created contact for this branch(like AP contact and AR contact). How to select an employee? I know there is a BA for each employee, i want to be able to select them. I don’t want to recreate each of them in contact as in duplicate of the employee.



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