Create "Add Contact" Button
Create an easily accessible "Add Contact" button to the drop down list where the "Add Job", "Add Task", and "Add Board" buttons already exist.
Sarah McCracken
shared this idea
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Guillermo Molina Jr. commented
I would also like to see the "Add Contact" button brought back to the main header or sidebar on the desktop version. What’s interesting is that this option is actually available on the mobile app, but it is missing on the website version. This creates a bit of a disconnect for our team when they switch from their phones to their computers.
The Request: Give us a way to quickly add a contact: whether it’s a customer, a vendor, or a subcontractor: without being forced to create a "Job" at the same time.
The "Why" (Real-Life Example):
Right now, the system feels very "Job-centric," which is usually great, but not always. Sometimes I just need to get a new subcontractor’s info into the system, or I'm adding a new material vendor. I don’t have a "job" for them yet; I just need them in my database.Also, for our sales reps, sometimes they're just doing quick prospecting and want to get a customer’s contact info in the system before they’ve even confirmed if there’s a project there. Since they can do this easily on the app, they expect to do it on the web too. Forcing us to create a job just to save a phone number on the desktop version creates a lot of "ghost jobs" that we eventually have to go back and delete.
The Dream Scenario:
Just a simple, persistent "+" button or an "Add Contact" button in the top navigation bar of the website. One click, fill out the info, hit save, and I’m done. It keeps our database clean and makes the web version just as flexible as the mobile app.It’s a small thing, but it’s a huge part of keeping our workflow fast and our data organized!