Is there a way to do this?
Say a project has three third parties, say an engineer, a contractor, and an owner. If when the project is created, and all three third parties are listed as project contacts, is there a way to make the project list in each third parties project tab? Currently it appears to only link to the first third party, but maybe there is another way.
Thanks
Peter. Thank you, but I’m not sure you are following me.
In your example screenshot, if you go to each of the third party’s tiles, and you look at the project tab from there, is the project on all three third parties?
Sorry, too fast reading.
Currently only projects where 3rd party is project owner are listed on their respective project tab.
Eventually myList from Patas Monkey allows to add your own list extensions.
https://www.dolistore.com/en/modules/300-myList—personalized-dynamic-Lists.html
This type of feature would be incredibly useful for customer relations and tracking projects where different people within an organization, handle different third parties.
Bob handles Company A, engineer
Jim handles Company B, contractor
John Handles Company C, owner
Company A, B, and C are working on Project 1. and are listed as contacts on Project 1.
Bob enters Project 1 on Company A for a design they are working on. Two weeks later John goes and Visits Company C and the way the current program is it doesn’t show any of the projects that they are working on. If all the projects were listed that Company C was a contact for, John would be able to go in prepared with complete knowledge of whats going on. Its easy to remember the big projects, but the small ones get lost in the minutia.
It seems like all the data is there, it would just need to be pulled together.
