XPM: Clients - Ability to re-use Contacts
Ability to have one contact record link to multiple client records like a true CRM system would.
Example: bookkeeper for a client is stored as a contact and may act for many other clients. Currently relationships only exist between 'clients'.
Sam King
shared this idea
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Shannon Patterson
commented
Agree! have a relationship type called "Contact" so you don't have to have the same thing replicated everywhere!
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Damien Bailey
commented
This would make updating contacts that are on multiple clients so much easier and more accurate. Currently if you miss updating the contact on one client it can be impossible to know which contact on which client has the most up to date details.
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Michelle Geldenhuys
commented
Please consider this urgently. this will help remove errors caused by inconsistent contact details and save on a lot of time to correct these
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Adam Sellars
commented
For a business that is all about a "single source of truth", it's incredible that this hasn't been addressed as yet.