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12 Not supported for the current status
Created by Sandeep P.
Created on Oct 22, 2024

Designate Separate Site and Client Contacts for Project Documentation

Currently, primary contacts listed on the signature lines of change orders are often site project managers (PMs) or general contractors (GCs), who may not be authorized to sign these documents. To resolve this, we have a business need to distinguish between the "Site Contact" and the "Client Contact" and assign these contacts to specific documents per project.

Ideally, the client contact should appear on signature lines for official client documentation, while all other project-related communications should be addressed to the site contact.

Currently, if the primary contact isn’t authorized to sign change orders, we have to manually change the primary contact, generate the report, and then switch it back to the site contact afterward.

    Not supported for the current status
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