Customer can Represent more than One Company Multiple Accounts
Not planned
I propose making it so that "Customers" can be contacts for more than one "Company."
The goal for every company is to have repeat customers. A LOT of our customers order for more than one "Company" aka business, church, school, club, etc. The way it's currently set up, that customer would have to have a login for each company they represent. It would also be a huge benefit to be able to see who your largest "customers" were... combining ALL the orders they do for different groups.
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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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We have a number of clients that we would benefit from if they could be assigned to multiple companies.
For example, we have clients who we make workwear for, but also occasionally decorate football kits for their local amateur team. Having the ability to assign this customer to separate companies would make it clearer to our production staff and whilst invoicing.
We also have clients who act as a single purchasing manager for multiple companies, this would be easier to track if we could add them to multiple companies on Deco.
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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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I agree. We come across this issue regularly.
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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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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
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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Cris, if quickbooks and xero syc is the problem, couldn't you just implement the feature and add a checkbox to select the default account you want it to use for accounting software synch?
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DecoNetwork Team
Wes Barker orders are tied to a specific customer record. You're suggesting sync orders from customer A - company X, customer B - company Y, customer C - company Z all into the same QuickBooks customer? I can already see the support tickets why are orders from company X going into company Z. Accounting sync really makes it so customer to company relationship must be kept 1:1
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I see what you mean. Could you just changed the UI of business hub so that it displays as though they are the same customer across mulitple companies to us users, but behind the scenes it is actually creating separate customer accounts for each company like it does now. Then users could sort and see data the way they need to and the actual records could create and synch the way they need to now.
I realize it is probably not as easy as it sounds, haha.....but is it a possibility or do you see flaws with that?
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