Separate the Company Object from the Contact Object for B2B.
in progress
L
Liam Holmes
The companies object needs to be independent from the contact object. Their is no option on the menu bar to navigate to a list of companies (accounts). Then just use associations. (Custom objects can be used, but that makes things messy, as their is then a business name, company name etc)
This could be enabled for B2B accounts only, or just hidden with user permissions to remove from the navigation if not needed.
The website URL field in Highlevel, should also extract automatically from the contact email address (Unless free email like Gmail etc). (This could populate on both the contact and company object fields).
The company name could also default to the URL of domain, as extracted from the domain of the email.
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A
Aayush Singhal
updated the status to
in progress
A
Aayush Singhal
Merged in a post:
Menu for Companies
A
Andrei D
It would be great if the "Company" object is moved from "Contacts" to the left side menu.
It would also be great to have a menu for "Company" just like the one we have for "Contacts" - this would enable us to import/export companies, add to workflows, add tags, create smart lists, filter through "Company" data and so on...
The recent updates made to the "Company" object allows us to customize it by adding custom fields, but aside from storing data, I don't see it's use case, strengthening the reason why a menu to manage this data is needed asap.
S
Sales & Marketing
Merged in a post:
Separate Companies View from Contacts.
R
Richard Walsh
Although there is a companies tab in contacts, we should really be able to click companies in the side bar, and have the same type of list views and filters that we do in contacts.
S
Sales & Marketing
Merged in a post:
Companies should appear on side menu
R
Ricardo Goncalves
Companies should have their own menu link in the side menu rather than being hidden as a tab in the contacts menu link, in B2B we treat the company as the primary client, not the contact. This should be super easy to implement, just adding a menu link to a company smart list.
K
Keith Zellers
When Companies was first added, it did appear in the side menu, but it got moved at some point. I though it had been taken away until support showed me the change.
J
Jennifer Baker
I agree!!
J
Josh Jones
Even a setting to move it either place. Some clients live by companies but others could care less