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34
Contacts vs. Companies
- Live
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CPA |
I would suggest in company first mode it should still be divided the two concepts.
We could have a personal client with some task that needs to be done for him and some tasks for his business separately. The software treats it as one contact and all the projects shows up.
Also, the contact dashboard is combined.
Activity Newest / Oldest
Mike
Status changed to: Live
Mike
Status changed to: In progress
Andrew B.
Could this be combined with your "In Progress" work on "Multiple Primary Contacts for a Company"? It makes sense that Companies and Contacts be treated as completely different entities (yes, they have a relationship but they are different).
dotsey
To add to this, it would be nice if, when we add files to the COMPANIES, we can choose which clients can see it. Right now, it's a bit confusing b/c when I add a file to the company profile, only the main contact can see, which is a bit silly.
Cort Giles
To Dotsey's point, I would like it and really need this. This would be a game-changer for my business.
I work with families where both spouses would then have access to the same files and folders. Sometimes, the person that's not primary/head of household (in my case) may feel like they are less than. Adding this feature would eliminate that problem.
Please consider this. Thank you.