Create contact from job
Occasionally a sales rep gets excited to create a job. They enter all the contact details however, they do not create the Contact. Can the Contact be created from the Job details automatically so that we do not have to Add Contact and manually enter all the contact details. If not automatically, have the Contact form auto-populate with the contact information when the Add Contact is selected.
Maclyn Stringer
shared this idea
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RosemaryMcmahon
commented
Yeah, having to manually create a contact from a job is a hassle. A quick button to auto-generate a contact from an existing job would save so much time. I juggle multiple jobs daily, and it would streamline things a lot. I was reading about How to Become a Park Ranger https://legalcareerpath.com/ the other day, and even there, organization is key—just like managing contacts efficiently here. This feature would be a game-changer.
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Breelyn Cardon commented
The ability to automate the creation of a job from the creation of a contact.
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Corey Mihalko commented
I hate this is almost a year-old request, this is a huge deal when working with sales teams. We have to KISS (Keep It Simple Stupid) just about every process, and the main reason is Time and all the tasks our team has to deal with. I will never get accurate data if I can not create a smooth single-flow process. Creating a Contact from the Job should be wanted by anyone utilizing the Jobs module on this platform. All one page for Contact and Job info. This would be huge for us. Please do this.