Add Customer to Company during Customer Creation

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Jordan Krenz

• February 23, 2024 20:51

Especially after importing of a CSV of all my Customers and another of all my Companies, there is no quick way to Correlate them and add customers to your companies. 

Currently I need to go into each Company and add each customer after an import. Also When I add a new Customer, there is no "Add to Company" button where I can add them and move on. I need to then open the corresponding Company and add that person to it.

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• DecoNetwork Team

  

  Cristofer Cruz

  • February 23, 2024 21:51

  Jordan Krenz customers can be assigned to companies during CSV import. You would enable the option Add customers as Company contacts on the import screen. Please refer to the import customers help article for details: https://help.deconetwork.com/hc/en-us/articles/115002627108-Import-customers

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• DecoNetwork Team

  

  Cristofer Cruz

  • July 11, 2024 16:33

  The latest platform update 8.608 includes the option to add company contacts from both the customer and company screens in Business Hub

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