Be able to add Company from the Contact View
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D
Dietrich Von Zittwitz
I do not see any place to add a company from the contacts page. I have activated the new contacts area.
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Pallavi Kothari
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This is possible with the new and updated Contact Detailed page, now Live on Labs.
please do check this out and share your feedback
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Rosina Bignall
Pallavi Kothari Add company is good, but still limited what you can do with a company on the contact page, you can't even open up the full company record. You have to go to companies and search for the company again.
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Jennifer Baker
Pallavi Kothari How do you add the associated Company when you Add Contact? I still do not see this option. I can have a field called "Company" - but it is not the same as the Companies Object - which is what I am referring to. I enabled the Labs updated Contact Detailed page and when I go to Add Contact (new side bar), it still does not give me the Option on the side bar (for Add Contact) to also associate the new Contact to a Company (or add a new associated Company). We want to be able to Add an associated Company and/or add a new Contact from within one screen/form and not have to go to two separate places. All our Contacts also have an associated Companies and we want to be able to associate the Contact to the Company (and have option to add new Company) when we enter Add Contact from the sidebar form. I don't want to have to Add Contact, then go into Companies in a different place/different screen and do it. Thank you!
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Keith Besherse
Jennifer Baker I had to go to the Companies page to get the Add Company button. Pallavi Kothari, then the issue becomes adding the associated contacts.
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Pallavi Kothari
Hi Rosina Bignall
Not on the updated contact detailed page anymore
Now you can see the company and all its standard and custom fields on the same screen itself.
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Pallavi Kothari
Jennifer Baker I understand
The workaround to that is using a business name automation to create companies automatically but feedback noted - let us get to working on that soon.
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Rosina Bignall
Pallavi Kothari Yeah but what about the associated contacts, notes, tasks, etc. At the very least I should be able to open the company record when looking at it on the contact so I can get to all that stuff. Right now, as far as I can tell, you still have to go to Companies, search for the company and open the company record so I can get to other associations. Please correct me if I'm wrong and there is a way to do that.
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Pallavi Kothari
Rosina Bignall Noted
The initial idea was to limit to fields because then opening the associated company and its associations, and maybe then the associated contact can become an endless loop on the right sidebar
Let us add a right click and open in new tab to solve for this.
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Rosina Bignall
Pallavi Kothari Thanks! That would be great!
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Alejandra Castaneda
Pallavi Kothari is there a way to sync company and business name? and also, will there be a way to add companies in bulk and add notes to companies? thank you!! this is critical for me and my clients right now
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Zubin Balen
Current Challenges
We primarily initiate contact by calling company numbers, which has led to a few significant issues:
1. Unanswered Call Logging: Currently, we cannot log unanswered call attempts because there is no associated contact.
2. Clunky Workflow: The existing process involves too many screen transitions, making it cumbersome and inefficient.
Proposed Solution
To streamline operations, I suggest implementing a feature that allows us to create a new contact directly from the company section.
This would enable us to connect the new contact with the company seamlessly.
Additionally, another challenge we face is the inability to leave notes on company records unless a contact has already been created.
This limitation forces us to create dummy contacts just to document our interactions.
Suggested Workflow Improvement
Here’s a brief outline of the proposed workflow:
1. Create a Company: Begin by entering company details as usual.
• Use a new button to create a contact see 2 image
• Create the contact as part of the same process without needing to navigate away from the company profile...
• log the call attempt in notes as per existing contact features.
2. Leave Notes: Allow notes to be added directly on the company file regardless of whether a contact exists.
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Zubin Balen
Sorry images loaded in reverse, image on bottom is number 1, then right side #2 and image in top left #3 relates to inability to add notes on a company file without a contact existing.
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Wolfgang Kirsch
Zubin Balen Thanks - that is what I am also looking for. As we work with Companies which result in the Contacts that I need to keep track. But all the Tasks, Estimates etc, is all attached to the Company, not to an individual Contacts.