Company Object custom fields and workflows
in progress
C
Cole Weir
The ability to have custom fields related to a company object and the ability to put the company through a workflow would be amazing!
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M
Marisa Amirian
is there a time frame for this pretty please
M
Mark Hoffman
Right now HighLevel is set up to work great for B2C type businesses. Your opportunities, activity, conversations, payments etc all happen at the contact level.
However, if you are B2B highLevel is pretty painful to use. This is because it is not set up to treat the Company Object like the Contact Object.
It would be great if we could create Company Objects as elaborate as Contact Objects. We could see contracts, payments, activity, tasks, conversations etc at the Company level.
Can start small and add more functionality as time goes on, but would be great to see some improvements here.
C
Connor MacNeil
1000000% a must have!
J
Joy Duling
I just wanted to add that being able to associate a Contact with an existing Custom Object via workflow is very much needed.
For my use case, we have "Practice Groups" as our custom object. We are using the custom object to store fields like when the group expires, what type of group it is, where it is located, etc. I love that we can have that information all in one place on the Custom Object.
But I can't associate the 2,000+ contacts in my database with their Practice Groups. It would be so awesome to be able to just run them through a workflow to create that association.
J
Jim Swan
Our B2B client would like to see the Conversations menu show the Company Name if the callers phone number is associated with a Company.
They have multiple people from the same company calling for services so if the phone number has been associated, the next time they call the client should just see the Company Name first then the phone number in the Conversation Menu.
Y
Yasmin George
Can we get an ETA on this please? I thought "In Progress" status last couple of months was for Q1 delivery. We need this for our B2B clients ASAP.
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John Crain
would love to see this capability. Like many of you, we associate contacts to a Company/Business. And we have created Company/Business-level custom fields to capture attributes about the Company/Business. Would be great to use those Company/Business-level Custom Fields in workflows and email templates
T
Tomás Suárez Palermo
Any ETA on this? We can't use the company object fields in forms, so it makes it impossible to automate any input of information. There's no point in having fields if no one can fill them in somehow...
J
Jeith Salcedo
Please!
M
Matt Graves
Need this!
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