We are an architectural and general contracting firm who is trying to set up an CRM base design using the different ‘Divisions’ (Electrical, Site, Roofing, Doors, etc.) used in building and construction. There are about 31 or so of them that we use a...
Gotcha, thank you. And one last question, certain subcontractors work in multiple divisions and we’d like to have them show up in those divisions when using the grouping view. How do we do that? Would that be something to do with the tags feature?
Have one more question: Is there a way to auto-populate a field when a condition is met? Example, division 050000 is Metals and I don’t want to have to worry about writing in the division name after 050000, so can I have the column next to the Divisi...
