Allow child/parent contacts
Many large organisations have one financial office that pays the bills with many departments/subsidiaries that place the orders and take delivery. So it would be useful to be able to have a parent contact with multiple children. Quickbooks does this.
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VICKENS ALCERO commented
Hello,
This feature is a must for all organizations that deal with customers that have multiple locations. It is impossible to keep track of billing without it. Quickbooks has a similar feature where those child accounts are called "jobs" that's been available since their 2010 editions. So please consider making this upgrade to your software for a better user experience since it seems to be the number 1 complaint on here when it come to the way we input contacts.
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Samir commented
Is there any update on this feature?
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Morris commented
Definitely needed. It's time wasting to have to send multiple statements to different branches of the same company when that same customer has only accounts department covering all branches, but at present we have no other choice.
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Anonymous commented
I agree - this is sorely needed. We have many clients where the head office pays the bills for each client. The Head office wants reports of spending with us but the only way to do it is to manually group the report outputs.
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Venessa commented
I really need this feature as well.
Quickbooks allows child accounts and Jobs, which I think both are important.
Allow a choice of both Accounts and Contacts to sync as the primary
or allow departments in both Books and CRM.for example. One account has many different departments and each department has a contact.
It would be great if each contact could have its own client portal only able to see their invoices
When it syncs to the CRM only the invoices attached to that contact shows up under that contact, but all invoices show up under accounts .
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Jeff Jones commented
Agreed. This is critical for us to even use it past the demo period.
As an example: A local school district which might look something like:
BOARD OF EDUCATION
-- Elementary School
-- Middle School
-- High SchoolWhen you sell something to these guys it goes to the child location. But then they will sign off on the invoice and kick it up to the parent, BOARD OF EDUCATION, which then writes a single check for all the child invoices that week.
And of course even the parent account sometimes buys stuff so it can't just be a "folder" of child contacts.