- Where do you predefine the (a) Account Manager and (b) Project Coordinator so you don't have to do that for each project? I can find the setting for the Sales Person and Project Manager per customer.
Example for Project Coordinator:
We have PM team leaders for client groups. I would thus like to use the Project Coordinator for the team leader and the logged in user is automatically set to be the Project Manager for the newly created project. This way, the Project Coordinator can better monitor his team and, if requested, can be copied on certain project-specific correspondence in the notifications.
- How do you differentiate between the client project contact who receives all project-specific correspondence and files and the client invoice recipient, if the invoicing contact is not centralised per client but is project-specific?
The contact at the client's advertising agency is the project contact for correspondence and files, but the project confirmation should also be sent to the end client contact who will receive the invoice after project completion. Currently we have to add the end client contact who will receive the invoice (and is thus the principal contact for accounting purposes) as the Client Main Contact and the agency contact as Additional Contact. To avoid having to shift around who receives which communication and delete certain contacts from the notifications in edit mode, it would be much more elegant to divide up the Client Contact Persons in (a) Project Contacts and (b) Invoice Contact (which can be prepopulated with (a) but can be changed to differentiate between the two).
Customer support service by UserEcho