Separate Tabs for Customers/Businesses
Hello,
It would be nice to have a tab that would allow for easy separation of business names and client names.
Example:
Customers Tab --> Shows all customers including customers that are the main contact or subcontacts of a business.
Companies Tab --> Shows only Business Names. When you click on a business name, you can see all the contacts/subcontacts under that business name.
Along with this... It might make sense to be able to convert a contact into a subcontact. I can see multiple users being registered under a single business name whereas they are not a subcontact of the business.
Example (2 contacts created with same business name):
Joe Smith/Business1 - Is the actual main contact
Susy Jones/Business1 - Is a user that was created that is not the main contact. She should be a subcontact of Joe Smith but was created by accident as another main contact for Business1.
Maybe a "domain filter" could be used to automatically combine users into a company (except for common domains like hotmail, yahoo, or gmail.com of course).
So if susy and joe both have emails like this... susy@business1.com and joe@business1.com, they would automatically be grouped in the "business1" company profile. If a main contact has already been established, then any additional contacts would automatically be added into the "sub-contact" category of Joe.
Just trying to simplify customer grouping for companies.
Thanks Guys for all your hard work!
The customer search feature should now make this very easy! The other features around sub-contacts we’ll work on with the Contacts feature request here.
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Ryan (CTO, Pinellas Computers) commented
Hey everyone,
I recently made a new topic regarding overall improvements to the Contacts system as a whole. My ideas cover lots of revisions, and (I feel) would solve the issue you're facing - without having to add additional new modules and features, just to be able to distinguish customers vs businesses. Please check it out here and vote if you agree:
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Anonymous commented
Taking this one step further it should then be possible to target market companies and consumers seperately
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Kevin commented
I do agree that the whole customer organization part of repairshopr needs an overhaul as the way it currently works with Customers then contacts just doesn't work well at all.
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Chuckles (Instigator, RS User) commented
Hi Robert,
Multiple contacts is very helpful when you are building an employee base under a single company. However the feature we are recommending is more automated based on domain recognition.
Today we ran into a client that was both part of a business and a customer. Having a tab to separate business clients from residential clients helps with organization.
We are still running into multiple contacts that are the same business name.
Joe Smith - Company A
Marlene Johnson - Company AEven though they are part of the same company, they are separate clients. Having the ability to separate out and combine contacts to companies is just another step into organizing a CRM.
I think the main goal of this suggestion is to have the ability to easily see all the businesses that we support.
We currently have over 1700 contacts in RepairShopr which only about 50 of those are businesses. Organizing based on the type (Business Group vs Individual Person) helps with this identification. Most CRM's have this group feature to allow for quick identification and organization.
Just a thought~