Accounts, Contacts & Locations | Feature Requests

Accounts, Contacts & Locations

in progress

Matt Robertson

Multiple Contacts per Company

Having the ability to have different people per company profile as contacts.

August 1, 2023

Kirk Chisholm

Great progress happening on our new 'Clients' module. 
Instead of a single 'Contacts' record, you'll now have 'Accounts', 'Contacts', and 'Locations'. 
Each record will have its own profile page, and it will show the relationships between all the other records. 
We should be ready for early beta toward the end of June.

David Kanter

Kirk Chisholm I would love to be part of the early beta group please!

Kirk Chisholm

marked this post as

in progress

We're working on splitting up contacts into traditional CRM components... Accounts, Contacts & Locations.

Rachael Allentuck

Not only do we need to be able to select which project manager is getting the proposal, we also need a separate fields for the builder/contractor and a job location. Job location should be something that is prominent when the builder opens a payment request so he doesn't have to hunt for the project location.

Ed Kmetz

I'd like to list projects by builder... easier to remember the builder through whom we did the job than by the client who we might meet once or maybe not at all...

Coleman Anderson

This would be a good solution instead of cloning people. Or just have both features enabled