1. Open the Jobs Module 0:00
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Navigate to the mappings section.
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Open the jobs module to access project contacts.
2. Map Customer Contact 0:08
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Locate the customer contact in the drop-down menu.
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Ensure this contact is mapped first as it overrides the company information section.
3. Select the Project 0:20
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Identify the project you want to push.
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Confirm that the linked contact is the correct customer.
4. Select the Accounting Contact 0:32
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Choose the accounting contact linked in Foundation.
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Note that this selection does not affect the job but is necessary for the mapping process.
5. Input Job Contact 1:04
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Enter the desired job contact information in the designated field.
6. Push the Contact 1:13
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Select the synced contact to push over to the project.
7. Verify Project in Foundation 1:24
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Search for the project in Foundation to confirm the contact has been linked correctly.
8. Check AR Section 1:44
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Navigate to the AR section to ensure the project contact is displayed instead of the linked accounting contact.
9. Confirm Customer Contact 2:07
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Go back to the customers section to verify that the original contact is still present.
10. Ensure Field Mapping 2:18
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Double-check that the field is mapped correctly to ensure all steps function properly.
Cautionary Notes
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Ensure that the correct customer contact is selected to avoid discrepancies.
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Remember that the current process may change in the future, so stay updated on enhancements.
Tips for Efficiency
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Familiarize yourself with the Foundation interface to speed up the mapping process.
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Keep a checklist of contacts to ensure all necessary selections are made without missing any steps.