Hierarchy for company contacts
C
Cristian Droescher
We need the ability to set a hierarchy for a company. For example, set a company owner, point of contact, and so on. Right now, we have no way of knowing who is who for the contacts associated with the company, which is very annoying to have to go off of memory, notes, or custom fields. Because this means we have to click into each associated contact to see who is who in the company, and some companies have several contacts.
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F
Francisco Romero
you can create a custom field for this...
C
Cristian Droescher
Francisco Romero this should be a pre populated option so it shows in the company instead of having to click into each client...as I said above...
C
Cristian Droescher
Francisco Romero the overall customization that is capable for companies is lacking though, and this is just one of the issues.