JAVSystems

The ability to copy/paste contact information from billing/customer/site address. I'm sick of having to type in the same data more then 1x if the homeowner is the same as the site and billing address as well as contact. I wind up typing in the same data 3x. make a copy/paste button.

ChristianB

You have a button on the "site address tab" that says "Same as billing address". Hit that one and some text will magically appear in the fields.

__________________
Project manager/project director


Trondheim
Norway
www.fotophono.no

Hemanth

If you don't want to type the same data for every new project for a particular client then try this out.

1. Go to Clients and Contacts group.
2. Create a new client with billing address, site address, primary contact and other client contacts.
3. Select the newly created client and click "Create New Project for Client" link. That's it.
CreateNewProject.jpg

4. Now you will see the pre-populated "New Project Wizard" dialog with Client Name, Project Main Contact, Site Address, Billing Address and Project Contacts. Note: This will also happen when you select a client in the "New Project Wizard" dialog.

You can also import contacts to your project from your saved contact list.

ImportContacts.jpg

Basically, make sure to enter the complete address and contact data for a client in Clients and Contacts first and then create your project from the client.

I hope this will reduce your key presses.