Practice Manager | Clients - Ability to set separate contact information from linked Contact
Thanks to the team for releasing the ability to link one contact to multiple clients! While appreciated, it falls a tad short since only the "Position" is set per client. If possible, it would be great if the Salutation, Addressee, Phone, Mobile, Email Address, and Custom Fields, could also be set on a per client basis. This would allow for flexibility where the one contact has different contact details per client.
One example is a bookkeeper that works for 5 clients of ours. For two of those clients, they use hey@awesomebookkeeping.com. For the other three, they use accounts@client1.com, they use accounts@client2.com, and they use accounts@client3.com.
Thanks!
Shane Scott
shared this idea
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Samantha Prentice
commented
Contacts in XPM are used when integrating into other systems and each system reads thedetails slightly differently. As the 'Position' field and the 'Set as primary' field are unique to the client that the contact is being used for it would be great if the 'Salutation' and 'Address' could also be unique to the client.
This would stop the necessity of having the same contact multiple times in XPM just to enable slightly different versions of the salutation of address for different integrations, therefore having a cleaner useable system of contact in XPM.
Sample : John may be a partner / director in multiple clients with different people so you may end up having 10 or more contacts for John (the same person) but need to individualise the saluation and address eg John and Mary, John and Adam