Associate BUSINESS and COMPANY from Contact/Company
A
Alexa Rosario
There is currently a "business name" field on the contact and a company. Its very confusing.
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D
Daniel Stanszus
Just stumbled over this issue today, and amazed at the way it was "solved" having two separate fields. Only that the Business Name can create a new company, but when I select an existing company, the business name stays empty!? Really strange.
Also, we can't add the connected company name in the contact list as a new column and therefore can not be filtered or found by typing it in, so I am pretty much forced to manually type in the business name as well and risking creating a new company if I don't type it in 100% the same way. Just a big mess!!
At the workshop this week, I was bragging about how GHL has more clients than HubSpot now... yet they knew how to connect contact and company from day one 🙄.
Please GHL team, fix this.
C
ConverNow Team
The quick fix on this would be to create the association using a dynamic dropdown. So when companies area added they dynamically show in the Business field dropdown on the contact record. When you select a company it creates the association. Done!
Same thing would apply with other custom objects you create the object, add custom fields then give the user the ability to create a custom field dropdown where they can define the source = new_object.fieldValue
I have created a temporary workaround by dynamically creating a custom field and I use an automation to populate a list. Not an ideal workaround but the current way objects work they are pretty much worthless.
A
Alexandra Perkins
have we received an update on this?
A
Anton Mattli (PAG)
Yet another example of GHL owners not understanding (or caring about) B2B...
E
Edwin Arenas
Any updates on this?
J
Jeff Meziere
i agree. and doesn't seem too difficult to have the "Business Name" field updated to the associated "Company" name. or, give us a trigger in workflows where the trigger is "association" of the contact to company, where we could update the contact field "Business Name" with the "Company" name
C
Clifford Paulick
I even ran the converter to Company Objects and these Personal (non-Company) fields remain.
L
Liron Benshoshan
Frustrating issue to solve. I've been on many calls and asked around and i hit a wall every time. Very basic need of a b2b business. PLEASE HELP!
L
Liron Benshoshan
TOTALLY AGREE!!! these fields are so confusing not only to me but to the entire team. They don't understand where to log the information and when done incorrectly it breaks the sync and it turns into a rabbit-hole.
This is a very basic need of a B2B business, not only thy do not sync and confusing you cannot create a new company (account) from the contact profile which you just created, therefore you need to exit and go to company settings and create a new company then link it back to the account. Very time consuming for no reason.
100% this is a MUST for B2B businesses!
K
Karen Cundiff
Agree. What is the difference??
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