I need a way to view and edit properties of the primary associated company directly from the contact record.
I just discovered the new feature that covers some properties (12 features can be displayed maximum), but ideally, I would like to have a card on the contact record where I can select the associated company (defaulting to the primary one), and then see an iframe-like display of the company’s properties—specifically those that I’ve preselected.
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New features looks like that:
Handling is suboptimal, but would be ok.
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Our use case ist the following:
Our Sales team does outreach from the contact records but the info we select and research to qualify a company is always in the company record. So to have a more seamless experience we need the editable company records on the contact view.
A possible workaround:
Create features on contact records which synchronize with the primary company.
BUT that has its disadvantages: We have certain individuals who are affiliated with more than just one company. So when working with them we need to edit company records of differen companies.
BUT #2: When we have more than one contact per company we need to select the primary info that overrides the other info. And after a lot of trial and error the only way is to only update the company info and don’t collect data on contact record.
Concerning the handling an iframe-like feature would be greatly appreciated.