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The Furniture Dealer / Architect or Associate 1 / Associate 2 boxes (the labels will differ depending on your industry) allow you to associate company locations with the project and analyze how many projects (or which projects) outside companies have been associated with. This list box is populated by setting the Architect, Furniture, or Associate checkbox on the company location window (see Company Settings for additional info). You can only choose from the list with these boxes, you cannot just type in an arbitrary company name. You can also supply a contact you are working with from these by typing in a name in the contact box underneath each drop down list box. The contact field here is a free-form and does not save anywhere to the system except for in the Project Information.

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Project #

The Project # is automatically generated by the database when the project is initially saved and is unique to this project. You cannot type in this box, however you can select the text and copy it by right clicking or using the CTRL + C method of copying.

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Job #

The Job # is set at the Order Entry stage of the process and cannot be typed in this window. In most cases, our customers choose to have the project number become the job number (Admin Setting) and follow all the way through the project, however job numbers can be set manually when the order is booked.

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End User

The End User Company Location will be filled out initially with the Company Location (or the contact's Company Location) you started the project from. You can change the end user at any time. See the Company Labels section of this manual for more information on how to change it.