Same Client Different Point of Contact
in progress
Shubham from Refrens
Hello, Nagaraj Kuchangi Gustavo Antonio Yanez de la Garza Thank you for your patience! We're excited to let you know that we've been working hard on this feature, and we're happy to confirm that you'll soon be able to add multiple contacts to a client/vendor.
We know how important this is for your workflow, and we appreciate your feedback in helping us improve the system. We're aiming to have this feature live by February 2025.
Let us know if you have any other questions or suggestions in the meantime!
Gustavo Antonio Yanez de la Garza
Shubham from Refrens Thank you very much for the update, I personally decided to stop renewing my subscription because it took a very long time to even receive a response. I will gladly renew when this is available.
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
Merged in a post:
I need to add website in client/ prospect and also an additional contact
A.N.Yamini
I was recently adding a client detail where the clien't webite has not separate section and no section for additional contact person of a client
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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