Key Contact Checkbox Everytime

Follow

Matthew Bremner

• 05 January 2021 00:43

Hi Team,

Would it be possible to always have 'Key Contact', 'Employer' & 'Payer' checkboxes everytime you add a new contact to into the system for an existing organisation?

This way you don't have to click into the organisation itself to add the contact as a key contact which would speed up the process.

Currently, you can choose 'Key Contact', 'Employer' & 'Payer' when you are only creating a new organisation.

See attachments for examples.

4

• 

  Juliet Volz

  • 27 June 2022 06:44

  if you click in the employer field, add the organisation name, wait until it links, then add a space, it brings up these tick boxes 

  hope this makes sense :) it was a gamechanger for me!

  0

  Comment actions Permalink
• 

  Matthew Bremner

  • 27 June 2022 06:48

  Hi Juliet, 

  Thank you for the reply.

  By entering a space after the organisation name, does it not add a new organisation when you submit?

  0

  Comment actions Permalink
• 

  Juliet Volz

  • 27 June 2022 07:06

  Hey Matthew;

  You would think it would, but no, it just allows you to use the tick boxes for Key Contact, Payer, etc

  0

  Comment actions Permalink
• 

  Matthew Bremner

  • 27 June 2022 23:06

  That's awesome, thanks for the tip Juliet, have a great day :)

  0

  Comment actions Permalink

Please sign in to leave a comment.