Martyn Houghton Posted May 13, 2019 Share Posted May 13, 2019 As we are primarily an external support focuses organisation, we have a large number of organisation and contacts within them. As we provide multiple different services to the same organisation, it would be really useful to be able to support multiple primary contacts, with specifying a 'Primary Contact' type which is a custom set list of types, for example 'Technical', 'Legal', 'Out Sourced IT', 'Accounts Payable' etc. Cheers Martyn Link to comment Share on other sites More sharing options...
Daniel Dekel Posted May 13, 2019 Share Posted May 13, 2019 Hi @Martyn Houghton, You would be surprised, but we actually have a story for that. It would allow you to add related contacts and each can have a label of relationship as you mentioned ( 'Technical', 'Legal', 'Out Sourced IT', 'Accounts Payable' etc). We didn't have time to start yet with it, but will probably get in to our 2-3 months plan. Daniel. 1 Link to comment Share on other sites More sharing options...
Martyn Houghton Posted May 13, 2019 Author Share Posted May 13, 2019 @Daniel Dekel Thanks, that is great news. Hopefully it will work it way through the development pipeline. Cheers Martyn Link to comment Share on other sites More sharing options...
Daniel Dekel Posted May 13, 2019 Share Posted May 13, 2019 @Martyn Houghton, by the way, it will be part of Customer Manager. Link to comment Share on other sites More sharing options...
HHH Posted May 13, 2019 Share Posted May 13, 2019 Following Link to comment Share on other sites More sharing options...
Martyn Houghton Posted May 13, 2019 Author Share Posted May 13, 2019 @Daniel Dekel That's fine we have some licenses for Customer Manager. Cheers Martyn Link to comment Share on other sites More sharing options...
Martyn Houghton Posted October 23, 2019 Author Share Posted October 23, 2019 @Daniel Dekel Is there any update on this change to Customer Manager? Cheers Martyn Link to comment Share on other sites More sharing options...
Martyn Houghton Posted November 29, 2019 Author Share Posted November 29, 2019 @Daniel Dekel Is there an update on this enhancement for Customer Manager as there does not appear to have been a build released since August 2018. Cheers Martyn Link to comment Share on other sites More sharing options...
Daniel Dekel Posted November 29, 2019 Share Posted November 29, 2019 @Martyn Houghton, Nothing yet on this either I'm afraid. Daniel. Link to comment Share on other sites More sharing options...
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