Same Client Different Point of Contact
in progress
ISMAIL MOMIN
This was informed a year ago to refrens CRM team but no changes yet.
Gustavo Antonio Yanez de la Garza
ISMAIL MOMIN I have been making posts requesting updates in this topic, bot they seem to ignore them...
Gustavo Antonio Yanez de la Garza
When will this feature be available?
Gustavo Antonio Yanez de la Garza
When will this feature be available? Is there any due date?
Gustavo Antonio Yanez de la Garza
When will this feature be available? Is there any due date?
Gustavo Antonio Yanez de la Garza
When will this feature be available? Is there any due date?
Vaidik from Refrens
Hi Gustavo Antonio Yanez de la Garza: yes - we're working on it. And you can expect this soon enough. You'll be able to add multiple contacts in a client/vendor and them use them while billing.
Gustavo Antonio Yanez de la Garza
Vaidik from Refrens: thank you very much for your update. this improvement will potentiate the usage of Refrens
Vaidik from Refrens
in progress
Gustavo Antonio Yanez de la Garza
Vaidik from Refrens Hello! Is there any possible date for this feature to be available?
Vaidik from Refrens
Vaidik from Refrens
Merged in a post:
Contact lists inside clients
Gustavo Antonio Yanez de la Garza
It is imperative that Refrens urgently implements a contact list management feature. This capability is crucial for organizing internal contacts more efficiently. Our clients, typically companies, have various employees with whom we exchange emails and quotes. The absence of this function represents a significant opportunity for improvement. For instance, when adding a new contact, within their personal information, there should be a section for 'Company'. Here, users can select from the list of clients or companies already registered in the system. This approach would greatly streamline the process. Currently, the method of registering clients makes it challenging to manage internal contacts for each company, especially without the option to add custom fields. This functionality is greatly needed to enhance our efficiency. While I highly value Refrens, the inability to properly save and organize contacts is quite problematic.
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