Consolidate Company Info and Contact Info
in progress
D
Donald Freeland
Hello and happy hump day! I have an idea for the "Companies" tab entry fields. My idea is to add a column for the person representing the company on the "Companies" tab. This idea came from a new member on my team who often calls our contractors. They know the company to call, but they don't know the person's name to ask for unless they search for person associated with the company in the Contacts tab. What we are doing in the interim is putting the name of the company and the name in parenthesis [e.g. ABC Renovations (Jane Doe)]. Instead it would be nice to keep the Company Name Column, but also add "Company Contact" to the same page. This would be very helpful. Thanks for the option for customer to share ideas.
Dave Robertson
in progress
We are currently making some improvements to our Companies and Contacts features that will add a new column for Contact person, among other improvemetns.
Dave Robertson
Merged in a post:
Companies - Add Primary Contact
CRE Properties, LLC
## What / Why
Depending on the size of the contractor/company it is often nice to keep track of the Primary Contact related to the company. Getting to them is usually vital to getting work completed on time. Additionally when looking through my contractors list I sometimes might skim over the company name if I'm used to referring to them by the Primary contact name.
It would be nice to keep track of that person's contact information along with the companies general contact information in a Company record on FlipperForce. Right now there isn't a place for this information aside from the "Notes".
## Screenshots
See attached images
## Proposal
- Add new field to the Company table "Primary Contact"
- Add ability to add this field to the table view