Make an option to sort costumers by Company name
We sort our orders by clients(company name), contact person, the contacts working title and then project name.
And since we work a lot with the same companies but not always the same contact(because they are freelance) from that company and never the same 'project' it would be good to have an option when you make a new order to choose the company and then be able to put in a new contact, title and project name each time.
But still save the contact in a database so when you work with the same contact again you can look them up under their company name.
Sorting of Customers Listing coming in by end of this month.
For tracking ‘company’, see discussion under comments
Thank you for the suggestion. Unfortunately our roadmap for the next few months is mapped out already. However we will have the suggestion forwarded to product management for review.
Thomas Wahlberg commented
It's time to take this seriously now, if you wish serious customers... Organizations and contacts shall be separate lists. Contacts are then to be linked to different organisations (similar to tagging) and when a new order is crated for an organisation all linked contacts should be listed. Please implement this long awaited feature request a.s.a.p and in full, not any of the half measures you've tried so far.
Custom fields for Customers is still under construction. We will let you know as soon as its out. Meanwhile, you can add Company name instead of the Last Name field and not insert the First name as a temporary work around. Hope this helps.
Any word on the progress of Company fields.
Stuart Hubbard commented
This is what I would like as I'd like to use it for a photography studio that has company contacts and then freelance photographer.
- Company has contacts
- An order belongs to a company but has a choice of contacts.
- An order could have contacts from many companies
Devin Ogilvie commented
A customer should really be a company or person by option. If you choose the customer to be a company then you should be able to have contacts within the company that are individuals.
In the order screen I would select the company as the renter, then if individuals at the company are saved it would have a second option for who, almost all crms function this way with a campany or individual customer option.
Costumer category won't work since the order and invoice need to be under the company name, and for us it also needs to include contact and project name.
The best solution for you would be to have a new field with the customers, called 'Company'? And have company searchable.
Let us know if that works.
Thomas Wahlberg commented
Much appreciated. Method in discussion not suitable.
Let us know if this works for tracking companies:
* Add companies as categories from Settings -> Customer Category (Every new company is a new customer category)
* We'll introduce filtering customers by category on main customer listing.
You'll go to Customers -> Filter -> Category -> Choose company name from dropdown
Can have this planned for the end of this month.