We need to be able to manage Organisations within our Business Unit and not from the massive list that has been used by all.
Case in point we are trying to add an organisation based on their trading name that we know (and staff are familiar with) but as a number of trading names can be attached to one ABN we are unable to do that. The ABN has already been linked in someone else's setup using a different trading name (which isn't even spelt correctly) and we therefore can't maintain accurate data in our system.
It is also not efficient to be searching pages and pages from a massive list to try and work out if the organisation is there - there is no search by ABN. As a result you can go through the whole process of searching and then adding in a new organisation to find at the final hurdle that it won't save because the ABN has been used, but you can't search by the ABN to find that out more quickly.
This is an extremely frustrating area that needs considerable work.
Company | Cornerstone Building Developments |
Job Title / Role | Financial Analyst |
I need it... | 1 month |
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