Assign Contact type for Customers & Suppliers
It would be great to able to apply a contact 'type' to Contacts within Customers & Suppliers, e.g for Billing, Shipping, Sales, Purchasing etc, just like you can for Addresses.
At the moment you can only select/de-select contact to be 'default' or 'included in emails'.
So for a Customer, you might have a contact who is the Purchasing Officer but doesn't manage Accounts Payable. When you set the Purchasing Officer as the default contact so they receive Sales Order confirmations, now they will also be the default contact for Invoices (and Statements if synced with Xero).
This is quite frustrating and cumbersome, and doesn't give a great customer experience.
Here's some Contact types I can think of off the top of my head that would be useful (without it performing the job of a CRM :) )
- Shipping / Warehouse
- Purchasing (Customers)
- Sales Rep (Suppliers)
Other industries may also require additional types.. any suggestions - please add them in reply!
6 people like this idea