Dear Karbon,
- Is there any way to clean up the way we add and associate contacts with organizations. Presently, I advise my team to do it like this….
Please make sure “People” are linked to “Organizations” so the contacts are searchable,
- For individual contacts, add "Belongs to Organization",
- For entity contacts, go to "Details", "Accounting Details" and "Add Officer"
It would be much simpler if “organizations” and People” had the same system for associating with one another.
- Many times we are copying and pasting contact details from the bottom of an email or from someplace else. When you go to add a new contact, can you please add a notes field so you can drop in the details, and then cut and paste them where they need to go. NEEDS A NOTES FIELD
Thank you!
