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More details for contacts (mobile number, fax number, website, etc)
Hi,
Currently using the 30-day trial and I have to say it's looking really nice.
A few things I know are coming soon, which is great. Just wanted to highlight something I thought was probably an easy improvement for FreeAgent - more details for contacts!
At the moment, there's not a great amount of detail you can add to contacts. The following would be really handy to store against contacts:
Hope that's useful :)
Matthew
Currently using the 30-day trial and I have to say it's looking really nice.
A few things I know are coming soon, which is great. Just wanted to highlight something I thought was probably an easy improvement for FreeAgent - more details for contacts!
At the moment, there's not a great amount of detail you can add to contacts. The following would be really handy to store against contacts:
- Alternative Phone
- Mobile Phone
- Web site
- Notes
- Dropdown: Client / Supplier / Client & Supplier
Hope that's useful :)
Matthew
I’m happy
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The company has this in progress.
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Inappropriate?Hi Matthew,
Good idea. We've been working on an improved contact display screen for a while now, which will include some of the things above plus the ability to view a client statement of account. Notes will definitely be in there too.
Regarding your last point about the dropdown. FreeAgent sort of does this at the minute, but it's done automatically when you create either invoices or Bills for a particular contact as you can then filter on the contacts overview screen.
Thanks for the ideas -
Inappropriate?Roan,
Are you guys also going to add a referral source for contacts so we can see what marketing is working best for us?
A field called 'Source' might be handy - this might be entered as 'Google', 'Yell.com' or perhaps 'Referral from John Smith'...
Maybe this should be a drop down as well with the option to add new items inline.
Would probably then need a report to show a pie chart of where clients came from or something.
Matthew
I’m happy
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Inappropriate?We are going to be adding a Notes section to Contacts and Projects so you'll be able to add sources in there.
Would that work for you?
EMPLOYEE
