About Firms and Contacts
The Project Management module includes firms and contacts so that you can associate documents and records with project contacts - for example vendors, subcontractors, architects, and suppliers.
Firms and contacts are available to all users of the software, depending on security permissions. For example, some companies will limit the number of persons who can set up Firms.
AR Customers, AP Vendors, and PM Firms
The firms and contacts in the PM module are unique to PM, but you can import customers from the AR Customers form, or vendors from the AP Vendors form.
You can import a range of AR customers into PM Firms using the PM Customer Range form (). After a customer is imported into PM Firms, any change that you make using PM Firms will not update the customer record in AR Customers.
You can also import a range of AP vendors into PM Firms using the PM Vendor Range form (). After a vendor is imported into PM Firms, any change that you make using PM Firms will update the vendor record in AP Vendors based on the selections in the Allow Add from PM and Allow Update from PM check boxes (AP Company Parameters from, Audit Options tab).
