When creating a note on company have a checkbox to default to associate all contacts
We create notes on the Company to maybe only have the sales reps call the customer, for example. When a new contact gets added to the company, that note does not appear by default. You have to go back to the Company and associate that new company.
It would be great if there was a checkbox to automatically associate all contacts, existing and new by default. This would help with less maintenance, fewer errors, and not missing some important note.
- Select a label to view existing ideas by category::
Contacts & Companies