Contract clients - tagging clients - easier to identify - Client agreements
It would be very nice if there was an easy way to identify that a client was a contract client. Like a big read Contract under their company name when a ticket comes in.
Better yet would be to have a contact center that held all the agreements, and a way to have that big red text flag be anything we choose.
We could then put which contact type they have and when that client emailed in we could see that right away.
We have no way to keep track of what contracts clients have with us at this point or what is covered.
I would be very nice to have a contract center that would not only allow us to send out agreements like we do estimates, but be able to sort and keep track of what clients have what agreements.