Contact Name for Commercial Business Customers
gathering votes
S
Stephanie Lessard
It would be nice to have a field where you can put your business contact for commercial deals on the customer card. That way when you go to do follow up on companies you have the contact info with the company information. Kind of like the "Nickname" feature on individuals.
A
Amy Dudley
agreed would be helpful for trusts
A
Aidan Haarman
Yes, please! It would be a huge help not to refer to Company Name LLC when texting ;)
Michele McCoy
Merged in a post:
Company contact person
S
Steve O'Dell
if a customer file is created with the company as the buyer there is no field to enter to contact person's name.need to add a field to customer buyer screen for the rep/owner we deal with at the company.
S
Steve O'Dell
have included screenshot, if i call a company I call for a contact AT the company, This guy's name is Marc for example so (first, last name, title) would be perfect. We deal with a lot of commercial clients that buy for their business not under their personal names. I sure don't address a client as Mr Live Wire... or MR 9444455 Alberta Ltd... that'd just be silly :P, but remembering a contact name for every business is not realistic. For a retail client profile there is an option for nickname, something like this would suffice
Shelby Parker
Thank you for posting, Steve O'Dell! I have a few more questions for you:
- Can you provide more details about the information you would like to capture in the new field for the company contact person?
- How frequently do you interact with the company contact person and what is the nature of these interactions?
- Would you find it useful to have additional fields related to the company contact person, such as their role or contact information?
Michele McCoy
Merged in a post:
Contact name for business
B
Brendan Kelly
Add a contact name field for Business profiles.
Michele McCoy
Merged in a post:
When entering a business name we need a category that says contact name under the business name so we can see it on the home page.
S
Sara Kilian-Cappelletti
S
Shawn Kelly
Should also be the Or in the Nickname or Firstname Token, so when you send an email template, the contact person is addressed rather than the business name.
Jonathan Schultz
gathering votes
Thank you for the feedback here we are going to look into adding this abilty in the future!
D
Daryn Harkins
it has been a year already? Other CRM's have had this - this should not be a feature upgrade - it should have been in the design from day one -
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