Joint Functionality Between Contact + Companies
upcoming
K
Krystal Bella
In Conversations view be able to tell which company they are with plus be able to click on the company icon and take me to their company profile .
Also be able to send sms/ call company phone.
Also be able to click/tie their sub account onto the company natively
Also be able to view incomplete tasks under company tasks by default instead of all completed by default
Also have the ability to expand tasks descriptions and edit the task without being taken out of the company contact view and into a new screen.
Also add company alphabetical order to the company search view
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W
Wilmar Hinestroza
It would also be great to have the ability to send invoices directly to companies. Currently, GoHighLevel only allows invoices to be sent to individual contacts, not to company records. Adding this functionality would make company management and billing much more efficient.
Y
Yusuf Young
This is very much needed, and for B2B cases it is essential.
Core Platform
updated the status to
upcoming