User is trying to create a credit card transaction from the Credit Cards screen involving vendors. However, the project for which they are recording the transaction has assignments and every time they use a new vendor in such transactions, they have to first assign the vendor to the project. Is it possible to avoid adding the assignment for the vendor every time?
You cannot avoid assigning the vendors to the project as long as you use project assignments with all vendors assigned to the project. To do so, follow these steps:
- In the Add Team Member dialog in Projects > General > Assignment, select Vendor under Assign and Groups under Type.
- Select All Vendors in the grid and click Add to assign all vendors, current or future, to the project.