List Key Contact Organisations in a contact's profile

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Helen Schwerin

• 08 February 2016 00:34

People receive an email off a Mail List in error, and it becomes a trail of note-reading to see what organisations they were once attached to. Would be good if that on each contact profile, it showed which organisations they were attached as a key contact against. Don't necessarily have to be able to edit from the individual contact scree, but to view would be great.

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  Calvin Young

  • 25 January 2017 04:19

  I agree, being able to identify that someone is a key contact from their record page would definitely be useful. We would also need to see what organisation they are a key contact of. Likewise, being able to remove them as a key contact either from the organisation or contact view page would also be super helpful

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  Jeremy Rota

  • 25 January 2017 04:30

  I also think when searching contacts from an organisation it would be helpful to show who the key contacts are in the list. 

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  Helen Arnold

  • 06 March 2017 23:25

  I agree with this suggestion. I notice that when I merge a contact it lists the organisation key contacts for both and you can select as applicable. It would be good if we could see on the contact profile which organisations they were key contacts for.

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  Jana Gumovsky

  • 08 October 2024 01:31

  These are all great suggestions.

  Is there possibility of an update to the Key Contact features in the near future? Such as adding the Key Contacts as a report field and including Key Contact label in the contact screen 

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