Steven Lorio
My feedback
2 results found
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153 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Steven Lorio
supported this idea
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182 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Steven Lorio
supported this idea
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I noticed when creating a Business Contact I have the opportunity to list someone as part of a Department; however, you aren’t able to link to a contact already stored in your database. Instead it's an unsearchable piece of data tied to the Business Contact. This is inefficient. I want the Departments subsection of a Business Contact to be able to select from already existent Individual Contacts.
I understand that I can link Individual Contacts to a Business through Memberships, but when working in a relationship/sales organization, it's imperative to keep data efficient and reduce the number of screens needed before being able to make that call. Allowing Departments to reference Individual Contacts would go a long way in improving the layout of a Business Contact for relationship/sales efficiency.
This was partly suggested already in seeking this ability with Primary Contact. Allowing this for Departments would be even better though, as one could list all contacts related to the business that one needs. Here is the link to the aforementioned suggestion: http://feedback.redtailtechnology.com/forums/281220-crm-tailwag/suggestions/10127184-business-contacts-suggested-improvements.
Thus, my request is that the Departments subsection of a Business Contact be allowed to select from already existent Individual Contacts.
Alternately, since Memberships already does all of this functionality, could we instead simply replace the Departments subsection with Memberships on a Business Contact and use these 4 Fields: Job Title, Contact, Phone (primary), Email (primary).