Company Object

Company Object custom fields and workflows

The ability to have custom fields related to a company object and the ability to put the company through a workflow would be amazing!

planned

Associate BUSINESS and COMPANY from Contact/Company

There is currently a "business name" field on the contact and a company. Its very confusing.

Company Hierarchy - Parent/Child or Headquarters/Branch

I'm in the B2B space and deal with multi-location businesses and franchises. Often, there is a corp headquarters and branches to manage or one company acquires another so there are often multiple entity names to manage. ie: Toyota of Edison NJ, Toyota of Clifton NY, Toyota of Danbury Ct ... etc. .. these could all be owned by 1 parent company.

Company as an Opportunity

I want to be able to make Companies opportunities, and be able to contact all those employees from the same company tabs.

Ability to view appointments, documents, & payments from the company view.

Having the ability to view the appointments, documents, and payments for all contacts associated to a company from the company view would be super convenient. Currently you have to know which contact a certain document was put under.

Change company object

Ability to change “company” to “family”

upcoming

Ability to Sort Companies

When you're in the company area of the CRM it would be really good to have the ability to sort via company name and have a field for main contact person.

Currently, you can merge duplicate contacts. Right now we are having an issue with multiple company names being used. Ex: ABC Roofing and ABC Roofing LLC. One employee fills out the form with one and another with the other. Would be helpful to merge those companies to be one and have all the employees associated with it.

Allow contact to multiple "Companies"

System currently allows contact to be only connected to only one company. the same contact can be associated with multiple companies.

A role of a contact in a company

When assigning a contact to a company, should be able to specify the role of the contact in the company. (For that matter, it's a must to be able to assign one contact to multiple companies!)

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