Ability to have multiple contacts under one client
H
Hannah Schell
Ability to have multiple contacts assigned to the same client. Ideally we would like to have one client which would have multiple contacts. What we run into is we will have a client with multiple contacts and when it comes to re-orders we are having to search through multiple accounts trying to figure out who ordered last. Really tricky when we have turnover within clients. The short answer would be both as well as multiple addresses if we are wanting to be greedy =)
T
Tim Schmitt
This appears to be very similar to the 'Merge Accounts' request that has a lot of votes in the Ideas Hub. Seems like a lot of partners are wanting to have opportunities and jobs attached to a company rather than an individual in a company.
Jessica Lavoy
Merged in a post:
Parent groups - for multiple purchasers within one company
M
Morgan Symons
Would love to have the option to have multiple purchasers under one company name.
Jessica Lavoy
Merged in a post:
We need to be able to easily organize data by clients, not just by contacts. It is painful right now.
W
Wendy Ferber
Jessica Lavoy
Merged in a post:
Creating Contacts for People not Companies
R
Ryan Findling
When we create contacts for people and not companies, the company field is still required. I usually just put LAST, FIRST. On sales orders, it prints their company name by default for shipping. It would be great if in the contact settings I could mark someone as a "company" or a "person" determining if the company field is required.
J
Jed Spencer
This is a fundamental issue with the the framework of Syncore. It should have been built first on entities (companies, departments, branches, etc.), then on contacts within those entities. Because people move around. But the company (entity) rarely changes, except in cases of M&A.