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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H
Harrison Riehle
There should also be a way to add notes and tags direct to the company. And companies can be the object tied to opportunities.
D
Derek Woodward
Is there a way to show me all of the contacts associated with a particular object? Via Smart List filters? If not. That needs to be added
E
Elizabeth Goede
I would like to add that adding company objects to forms is a MUST as well. This would also may it easier to update and avoid user errors. PLEASE PLEASE PLEASE!
B
Benoit Desrochers
Any ETA? Said Q1...we are long into Q2
K
Keith Besherse
Benoit Desrochers, it will be during the second quarter of the 21st Century (2025-2049)!
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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