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DDMSPLUS Ideas Portal
Status New Entry
Created by Bern Craddock
Created on Feb 26, 2025

ADD THE 'OWNER' FIELD FROM CPP TO THE CONTRACT UPLOAD/IMPORT TEMPLATES

in CPP when you're creating a new contract there is an 'owner' field where you can assign an OW# as a user id for each contract. we use this field for group contracts to identify the current rep for that contract. if you can add that field to the contract import template then we can populate that data and change it when importing as rep changes happen often so if you can add that field to the import template for CPP we could update it whenever needed.


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  • Carolyn Collins
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    Mar 18, 2025

    Would also like to see the Owner field in Edit an Existing Price Plan menu.