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Timothy meredith

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  1. Make SMS able to not send messages during time windows

    23 votes
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    planned  ·  3 comments  ·  General  ·  Admin →
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    Timothy meredith supported this idea  · 

  2. Account Manager Field

    18 votes
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    under review  ·  6 comments  ·  General  ·  Admin →
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    Timothy meredith commented  · 

    Vince,

    What I envisioned with your post was something similar to Autotask (I didn't like many aspects of Autotask but i did love their contact/client solution, although it got a little overcumbersome at times)

    Basically, any contact/employee/customer you had all went into your contacts. You could create Businesses and associate all contacts with them in designated spots. You didn't have to classify a client as a business, but if you did create a business you could associate as many contacts with that business (or other businesses associate to it, for HQ and other locations/etc).

    You could associate a contact as a account manager (you created contacts for each employee, job title, etc), associate a contact as a accountant/billing for who to send invoices to, etc.

    Overall the method in that post allows for this to be implemented as well as overhauling the contact system as a whole.

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