Contacts - Display Group membership in main Contact list view
Be able to see a list of contacts, showing which groups each contact belongs to at a glance. Who are donors, who are equine related, who attend camp, which are organizations/business/church, who take lessons
Accounting Rivers Edge
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Kirsty McKelvie
commented
A tag type system for groups would be greatly beneficial to us. Being able to see/sort by the groups a contact is assigned to is important to us. The groups are helpful but difficult to identify which contacts aren't assigned to a group/s yet. We use groups for identifying multiple things such as bank account details verified, the business department the supplier relates to which can be two or more and would be useful to see at a glance rather than cross referencing across lists. We have also considered many other potential uses for groups/tags including payments method (Direct Debit, BPAY, Bank Transfer etc), our internal contact person for that supplier, etc
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Mo York
commented
Very important
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Julia Rebhan
commented
Being able to select multiple customers and add them to a group from the contact screen is really helpful, but as you can't see which groups those contacts are already included in it's impossible to see at a glance which contacts might need to be added