Skip to Main Content
Product Suggestions
Status Already exists
Categories CRM App
Created by Guest
Created on Dec 7, 2020

Turn off Company From Global Add Menu

In the latest release which includes the new single companies, we have added in the option to create a business contact and a company from the global add menu. This has caused confusion as customers are using the company option and create a company group not a business contact (single company). We should remove the company option and users can convert the business contact to a company group if required. Or have this as an option when you create the business contact.

  • Attach files