Skip to Main Content
Product Suggestions
Status Shipped
Created by Deleted User
Created on Feb 20, 2018

Having to create a contact when creating a company/divison

When using the CRM there is not an option to create a company/division without a contact. I understand that this is because when you are talking to a company there is always a contact.

However, what if the customer creates the contact first and then wants to create the company at a later date (adding the contact to the division via change parent)? They are forced to either make up a contact in order to create the company/division or find another contact (there might not be one).

This was a suggestion from Alison Humphrey's at Exchequer.

  • Attach files
  • Admin
    Andrew Ardron
    Reply
    |
    Jul 10, 2023

    You can now create a Company record (without creating a contact) via the global create menu. This feature will be rolling out to all users over the coming few weeks.

  • Admin
    Andrew Ardron
    Reply
    |
    May 18, 2023

    Thanks for the feedback. We will be adding a create button specifically for this action in the next release

  • Guest
    Reply
    |
    Jul 20, 2020

    We do this frequently if a division is sold - we often then move it to its own company. You cannot now just create a company

    This used to be easy and is now a real performance! So a backward step

    Please implement as soon as possible

    1 reply
  • +8