Devin Ogilvie
My feedback
2 results found
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2 votes
Sorting of Customers Listing coming in by end of this month.
For tracking ‘company’, see discussion under commentsAn error occurred while saving the comment -
27 votes
For 1 and 2, let us know what you think of our comments here: https://ezrentout.uservoice.com/forums/258629-general/suggestions/6527906-make-an-option-to-sort-costumers-by-company-name
For 3: Will get back to you after running it by the product team.
Devin Ogilvie supported this idea ·
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.