Would it be possible to introduce a 'Copy contact info from organsiation' button for filling in opportunity contact details please? Much of the time the information is the same and this would save a lot of time.
Would it be possible to introduce a 'Copy contact info from organsiation' button for filling in opportunity contact details please? Much of the time the information is the same and this would save a lot of time.
Good idea.
We currently default the address from the organisation details, could we default all the contact fields in the same way?
Yes please. It would be even better if we could have multiple contacts per organsiation on a drop down box...
It will be interesting to see what Parvez says about that!!
Multiple contacts per Org is a concept that is not included in Do-it or old V-Base so maybe would be a bit tricky to include. But it would make sense.
The tool that we've used to build VBC does support multiple relationships of different or the same type against a contact. For instance having multiple employee's against an organisation. It shouldn't impact Do-it at all but it does need planning. Off the top of my head simple things like how do you add these contacts and what is the relationship type that should be against them. Are they organisations also etc etc. Needs a bit of a spec before we do anything on it however technically I dont think its complex. Anyone care to step up and think it through?