Customer can Represent more than One Company Multiple Accounts

Not planned

Comments

5 comments

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    Lenee Hodson (d)

    I vote yes to Trina's proposal to allow Customers to be contacts for more than one Company. 

     

    Thank you, 

     

    Lenee Hodson

     

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  • Avatar
    Teila Boston

    I agree. We come across this issue regularly.

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  • Avatar
    Brian Kemp

    I am still having a problem where I have multiple contacts that represent more than one customer/company/organization and they use one email address. The system still does not allow me to add their same contact information. I cannot ask them to create another email address for each account. As my father always instilled in me, don't bitch - make change! I feel that many of us have this problem with a customer that represents more than one company as I have seen it before, just could not find in when I searched the future requests. To me, this is what my business strives for - having a happy customer that will use you for whatever business, club, organization that they belong to. Please add your 2 cents and vote for this much needed change.

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    Callum Wynn (d)

    Agreed. Just had my post archived as a thread already exists for this - from a year ago. Why haven't they changed it yet? 

     

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  • DecoNetwork Team
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    Cristofer Cruz

    This functionality has not been considered because it's incompatible with existing integrations for accounting software like QuickBooks and Xero. Despite this request's high vote count, it is unlikely to be implemented any time soon.

    For licensees working with this type of customer who represents different companies, you should be able to work around this by creating a separate contact for your customer under each company they do work for. If you need to use the same email across multiple customer/contact records you can uncheck the option Customers must use a unique email when registering under Admin > Websites > Customer Options.

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