The ability to set more than one Primary Contact for a single Company. Each Primary Contact would be able to use the Profile Switcher to represent that Company in the Portal.
27-04-2023 -
Activity
Newest / Oldest
Eric Patti
thanks for getting this one on the up and coming list! much needed
With companies having varied contacts but for the 1 company ie accounts, marketing, legal, the addition of primary contacts will help expand the services
Activity Newest / Oldest
Eric Patti
thanks for getting this one on the up and coming list! much needed
Triston
this is necessary for my company to viably transition to SD
Digitalm
most important
Vaibhav
Much Needed!
Duncan Webster
Please prioritize it.....Much needed
Ding Bot
Any update as this is important in managing clients in accounting
Ding Bot
With companies having varied contacts but for the 1 company ie accounts, marketing, legal, the addition of primary contacts will help expand the services
JeremyGWoodsFVM
This will be a great feature when it's released.
Mike
Status changed to: Planned