Add "Department" field into customer records/fields.

It would be super helpful if we could add Department field for Customer Contacts. This would help to know who does what for each company/school/group they work for. This information could help us to sort people by what they actually do and generate marketing lists and alot of other useful data. Right now even if we have all contacts under the same company, you can't tell if they are the janitor or the owner of the company unless you sift through their orders and guess. If this was implemented, it would be great to show the dept. next to the customer name while viewing the company records.

From the surface it seems like it would be any easy change but the gain from it would be immense.

Taylor Mountjoy

January 08, 2024 14:11

Admin > Settings > Customer Settings > Customer Fields > Define Field Usage

You can edit the input fields and mark their requirements.

Wes Barker

January 08, 2024 18:13

Yes, i do know you can make a custom field but i was hoping for something a little more robust/"systemized" that will be a selectable sort field in the customer list (Or maybe deco could just start allowing you to sort by custom fields instead of just system fields....that would work too). But again, having it show up next to customers names in the company details page so have a better "at a glance" view of the heirarchy of decision making levels in that company.

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