Adding additional contact fields
I very often have clients with multiple emails and contact information. Who doesn't have more than one email? I also have clients with multiple properties and one property is normally the billing address. We may be working on a different address for the property but need to send info to the billing address. I also have a couple clients that like to involve other family members for information. In one instance I am working on a daughters house and dad is the contact but not the owner. I have another with an elderly woman and I go through her daughter for contacting. I'd like some functionality for adding additional contact information so I can have it in the system and click the contacts for emailing and billing purposes. We have a contact field for an adjuster for insurance. I'd ideally like to have additional contact info for that as well due to dealing with multiple adjusters on file or managers. Especially when entering supplement information and the original adjuster is no longer on the file. We'd also like in some cases to be able to send correspondence to multiple emails for the adjuster and the company they work for. If we can enter that info it will populate for when correspondence is needed and to include multiple contacts on those emails.
Adam Bouchelle
shared this idea
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Elizabeth Sanicola
commented
We have a very similar situation. In case it helps, we've been adding multiple contacts to the main company (which is always the main contact on every job). That way, we have all available employees and associates attached when we go to send out information. We also just attach the appropriate people to the job when it is created (and edit as we go along) to help keep thing more streamlined. So we have one contractor we work with frequently and have about 20 contacts attached to it. Then each job will have the main company as primary, but have 2 or 3 other contacts also attached so their contact info is readily available. Hope it helps!