Contacts - Allow additional people within a contact record to have different roles/titles
We deal with different people in purchasing, accounting, owners, etc for each account. Contact records are being treated as Account records. This makes it very difficult to keep track of all people we need to do business with within an account.
4
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David Lung
shared this idea
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Carmel Monaghan commented
In Contacts, as a primary contact and additional people, it would be good to have a job title field. Sometimes it is necessary to send an invoice to different Managers. It would be good to identify them by their title as you can't always by an email address.