Ability to Association a Contact with another Contact.
P
Paul Romero
From a billing standpoint, we need to have a contact but another contact responsible for the billing, contract, etc. And the form to collect the data for 2 contacts and create two contacts but keep the relationship in the system. With the feature to have a conversation with both or toggle and select the one you choose.
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P
Pete Metz
I highly agree with this
I
Indigo Grady
We have the associations but we need the ability to leverage those relations in workflows please!
A
Antonio Frias
Indigo Grady Yes! The associations exist but I have a hard time figuring out what their purpose is since you can automate
anything
based on contact associations.