XPM: Contacts - One source of truth
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'.
31
votes
Sam King
shared this idea
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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.