Resource organisation address override contact address

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MelBond
Posts: 15
Joined: Fri Dec 04, 2015 3:23 pm

Resource organisation address override contact address

Postby MelBond » Thu Dec 08, 2016 2:31 pm

Hi there,

We have noticed that when adding multiple sites to a contact (specifically an accounts payable resource) the contact address overrides the site address in the contract tab, in the next release can there be an option to have the site address override the contact address?

In the new release when you add a resource on a project, while adding them to a new organisation at the same time, there is no place to enter an address for the client, nor does the organisation address automatically populate in the contact address, it would be good if this would be automated from the organisation

User avatar
grahameldridge
Posts: 164
Joined: Tue May 27, 2014 3:26 pm

Re: Resource organisation address override contact address

Postby grahameldridge » Fri Dec 09, 2016 10:12 am

It is possible to associate a resource contact with numerous sites. UniPhi allows you to specify which is the Primary site for the contact resource, and once the primary site is nominated, that site address will be populated into the contact address. This is done by pressing the "copy site address" button.
primary site A.png

primary site B.png

UniPhi also allows you to create a resource within a project.
create resource.png

When doing so you can assign them to an existing organisation.
existing organisation.png

At this point the address from the selected organisation/site will automatically appear as the contact address.
resource site selection.png

It is also possible at this point to overwrite the contact address with an alternative address of your choosing.
contact address.png

MelBond
Posts: 15
Joined: Fri Dec 04, 2015 3:23 pm

Re: Resource organisation address override contact address

Postby MelBond » Tue Dec 13, 2016 9:21 am

Hi Graham,

I am talking about when you add a new contact and a new organisation. There are no sites to select and the organisation address doesn't populate in the new contact address.

Many thanks


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