Show a company I add to my Address Book without needing to refresh the page
Prior to adding a company to my Address Book I will do a search to ensure that company is not already present. At this point I have added a series of filters (trade, company name) with no results appearing.
If I am unable to view the Subcontractor, I will then proceed to add the company to the Address Book.
As the company I have entered should comply with the filters I have set, I would expect that the newly added company should appear in the Address Book.
In order to get the list to show the new Subcontractor I need to refresh the page. This in turn resets the filters meaning I need to search again for the Subcontractor.
It would be great if the company just appeared in the list once added removing the need for me to refresh the page.
Pleased to let you know this is now available -
hopefully it makes life a little easier for you. Great suggestion, keep them coming!
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Christine Jenkins commented
I too find this frustrating when inviting multiple subcontractors to tender and someone asks me to include X Company who aren't in our list. I will open a new tab for the address book and add the new company to the address book, however the invite mulitple subcontractors page still needs to be refreshed before they appear in the trade list which then resets all previous subcontractors I have selected for invitation and I have to start again. Alternatively I have to go through and send out all invites and note the ones not in the address book, add them and go through and send invites to them separately. It's not a big deal, just a little annoying when you are in a hurry.