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alvin
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Post subject: New tab - Contacts  Posted: Fri Apr 20, 2012 12:26 am |
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Joined: Wed Nov 21, 2007 10:30 am
Posts: 571
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I would like to see a new tab, Contacts maybe under Tools, or Company that could be used for other contacts like Banks, Insurance companies, etc. It could be a copy of the Vendor Manager, Edit Vendor forms with some small changes.... Could be a contacts manager for all entries in the address book.
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Alvin
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ReneK
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Post subject: Re: New tab - Contacts Posted: Sat Apr 21, 2012 7:27 am |
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Joined: Mon Mar 01, 2010 5:32 am
Posts: 554
Location: Netherlands
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Sorry i do not see the point in that.
Vendors are vendors and customers are customers.
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Rene Kervezee
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alvin
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Post subject: Re: New tab - Contacts Posted: Sat Apr 21, 2012 11:25 am |
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Joined: Wed Nov 21, 2007 10:30 am
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Banks, and government agencies are neither.
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Alvin
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ReneK
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Post subject: Re: New tab - Contacts Posted: Wed Apr 25, 2012 9:11 am |
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Joined: Mon Mar 01, 2010 5:32 am
Posts: 554
Location: Netherlands
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Do you pay them money?
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Rene Kervezee
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alvin
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Post subject: Re: New tab - Contacts Posted: Fri Apr 27, 2012 7:44 am |
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Joined: Wed Nov 21, 2007 10:30 am
Posts: 571
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There are contacts that you do not pay, or receive money from...
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Alvin
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ReneK
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Post subject: Re: New tab - Contacts Posted: Tue May 01, 2012 11:39 am |
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Joined: Mon Mar 01, 2010 5:32 am
Posts: 554
Location: Netherlands
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I refuse to believe that you do not pay your government or bank.
You could always add these to the phreecrm under customers.
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Rene Kervezee
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alvin
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Post subject: Re: New tab - Contacts Posted: Tue May 01, 2012 12:27 pm |
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Joined: Wed Nov 21, 2007 10:30 am
Posts: 571
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We mostly just maintain contact information. I would like to separate them from customers or vendors, helps to keep the system clean, a proper address book would let you create a new category... As it is you only have two, or maybe 3, customers, vendors, and employees, maybe branches...
I think the contacts module could do a lot more...
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Alvin
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dave
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Post subject: Re: New tab - Contacts Posted: Tue May 01, 2012 5:12 pm |
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Joined: Fri Oct 26, 2007 3:55 pm
Posts: 3499
Location: Colorado, US
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I keep them under vendors as I usually collect/pay fees to them. You are looking for a general address book that you can use just to store information but no financial transactions. This would be an easy customization, just create a new address type and add a new menu item. I haven't tested this but the concept should be relatively straight forward.
Dave
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