Company Field - Tags & Custom Fields
J
Jacinth Swordfish
Company should be a default field. What contact doesn't work for a company? This is a simple add and one everybody will benefit from immediately. I need to be able to assign my contacts to a company.
The company field should show up by default and I should be able to select from an alphabetized list of companies when creating a contact
Tags should be alphabetized by default. It's great a list of all tags show up when I want to tag a contact, but they show up in a random order
Custom Fields: Custom Fields should show up as a list as well instead of having to manually type the entry every time. This leads to typos and inconsistencies in naming.
Example: I work for Home builders. Most of my contacts need to be assigned to a company, a neighborhood they build in, and assigned a role. Currently I created custom fields to capture each of these, but I have to manually type the entry every time instead of simply selecting from a list
Default option for custom fields: I should have the option to make any of my custom fields as a default entry.
These seem like a simple adds and one that would be beneficial to everyone using the salesmsg
Not having this feature will most likely be the reason I discontinue using the product.
H
Harlequin Chipmunk
We have many private investors and clients who do not work for a company, very common. We would not want a required Company Field.
J
Jacinth Swordfish
Harlequin Chipmunk default fields aren't required. For example Email Address is a default field but it's not required. This just means these fields show up by default, but are not required.
If you don't want to enter a company, just leave it blank like other default fields.
Chris Brisson
Jacinth Swordfish Thanks for sharing this — super helpful context (and I hear you on how painful it is to manually type values and end up with typos/inconsistency). We’ll take a look at adding a default Company field + alphabetized pick-lists for things like Companies/Tags, and making custom fields selectable from a list (with an option to set defaults). We’ll review this with the team and follow up once we have more info.
J
Jacinth Swordfish
Chris Brisson Awesome!