Pre-populate Associate Contacts Screen for Deals/Tickets Already Associated with a Company
If a deal or ticket is already associated with a company, pull the contacts associated with that company into the Associate Contacts screen, allowing the user to select from that list or add other contacts using the search bar. This would save time and hassle by eliminating the need to search your entire contacts list by exact name/email for the contacts associated with a company that you have already associated with the deal or ticket but still allow flexibility for the user to choose the specific contact(s) that should be associated with that particular deal.
Agree with both comments. Want the tool help me select the appropriate company associated with the contact I have selected or vice versa select the proper contact associated with the company I have already selected.
Egalement d'accord ave ce retour. Ce serait un atout d'automatiser cette variable l'association automatique d'un ticket à une entreprise si dans la fiche l'entreprise est déjà associée ou un contact.