Adding additional contacts to Contact - Site - Add New Site; | Feature Requests

Adding additional contacts to Contact - Site - Add New Site;

complete

David Cunningham

Would be good to have the ability to add additional contact fields to sites and for Commercial Users to main contact.

September 27, 2018

Damien Knight

marked this post as

complete

You can add additional contacts to each site now by going to site > edit site > add contacts (or when adding a new site)

Damien Knight

marked this post as

planned

Rhys Bartram

Damien Knight: any progress on this , something that’s needed

Damien Knight

Rhys Bartram: Its in progress. It will be available when we release the new version of our interface, which we will have a better timeline on when this is happening next month at some point. Once I have more information I will reply here - Thanks Damien

Julianne Jenkins

Yes, I think this is a must. It should be possible to associate multiple types of contact (finance, site contact, accounts receivable, sales, office manager) with a Company. This is a common feature in CRMs, and the same type of organisational structure is needed here too.

Damien Knight

marked this post as

under review

Dan S

Have multiple contacts for one customer e.g. commercial -> sales person, admin, etc.