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Multiple contacts to a client?
I've just subscribed and started to put all my clients into the system. You can't seem to have more than one contact at a particular client/organisation, however. Is this correct?
I have a number of clients with whom I deal with different account managers on different projects. Each need an invoice to go to directly to them, but my sales are with the company as a whole.
Is it possible to set this up in the system, or is it on your roadmap?
Thanks
James
I have a number of clients with whom I deal with different account managers on different projects. Each need an invoice to go to directly to them, but my sales are with the company as a whole.
Is it possible to set this up in the system, or is it on your roadmap?
Thanks
James
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Inappropriate?Just noticed that you can override a default contact for a particular project, so presumably the idea is to put the MD's name or primary contact at a client on the 'Contact' record?
Shame, as it would still be nice to be able to record my other contact's telephone numbers, email addresses etc ... especially with the email invoice facility which at the moment looks like it would be fairly unusable...
I’m unsure
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Inappropriate?Hi James,
We're aware that at the moment you can't create multiple contacts with the same organisation name and we plan on fixing this really soon. Would that be a suitable solution for you? -
Inappropriate?Yep - that would do me nicely. Would you still be able to report on sales to the company as a whole or would it always be split down on client level?1 Comment
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Yes please. I'm new here and have the same issue. Any progress?
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