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Add field 'Job Title' to agent contacts

Add field 'Job Title' to agent contacts. Agent Manager > Select Agent > Add Contacts
Guest almost 8 years ago in IRIS Ed:gen & iSAMS / Agent Manager 0 In Discovery

Budget Enforcing to include commitments in the system

Since we began using PSF 8 years ago we have had the 'budget enforce' function turned on. Up until this year it has worked fine, however, I have been told it no longer takes into consideration any commitments in the system and allows budget holder...
Paul Wood about 2 years ago in IRIS PS Purchasing 2 Already exists

Agent Manager being able to attach files

It would be very beneficial if in Agent Manager you were able to attach a document to an agent. For example you could attach contracts for a particular agent. Keeping everything in one place.Thanks.
Guest over 9 years ago in IRIS Ed:gen & iSAMS / Agent Manager 0 In Discovery

Branch Address & Main Branch Contact Info was seperate from individual contacts

You would then only need to enter the branch address and overall contact details once. Individual contact personnel names and contact details could then be inputted seperately. Currently you have to enter address details everytime you add an indiv...
Guest over 8 years ago in IRIS Ed:gen & iSAMS / Agent Manager 0 In Discovery