Create a Contact List that can be added across many Clients
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Lindsey Denson
It would be helpful to have a separate contact list with contact details that can be added/linked to clients. Especially helpful when there are many contacts that have multiple businesses/client profiles.
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Shirley
As an add-on to this, I'd really like the contact name to be 2 fields, first & last names split out. When we use the place holder's it's using first and last name in the emails, etc. I'm on a pretty familiar level with most of my clients and generally address them by first name only in the greeting.
Amanda Aparicio
Merged in a post:
Central link for clients with Multiple business
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Dustin Pruett
Currently you can link a relationship between an individual and a business but it would be nice if that information that is linked to the business also loaded the client detail for that business. That way you can update one individual client and that would updated the contact information in all of their businesses vs having to go into every entity to update
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Brianna Goodman
Adding support to this request, as it's the one area that I find perplexing and frustrating, if you will, with using Financial Cents.
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Raul Medina Jr.
Hi Amanda Aparicio ! Any idea if this is a feature that we can get any time soon?
Amanda Aparicio
Raul Medina Jr.: we're not currently planning on building this right now, but that can always change in the future given interest/need!
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Raul Medina Jr.
Amanda Aparicio Please prioritize this! Nearly every other major accounting practice management platform offers some form of firm-wide contact directory, including TaxDome, Karbon, Canopy, etc.
I realize I don't know how FC's database is structured on the backend, but given that contact records already exist within each client account, I would hope a firm-wide searchable Contact Directory could be implemented without requiring an entirely new subsystem.
I would also be very surprised if this weren't valuable to the vast majority of FC users. If it would help demonstrate demand, I'd be happy to create a poll/post in the Facebook group to gauge interest.
The reason I'm pushing for this is because I genuinely love FC and want to see the platform continue to improve. It's frustrating to see competing platforms offer a relatively fundamental CRM feature that FC still lacks.
Please consider taking this back to leadership and reevaluating the demand for it. I think you'd find there is significantly more interest in this feature than the current vote count suggests.
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Jennifer Bubick
i would like to see a 3rd party contact list that is not attached to the company contacts - for their attorneys, CPA, insurance broker etc.
these are people that are often included in emails but i dont want to have to delete their email each time i send a client email.
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Shawn Hanlon
Or use the same Attorney, CPA, Insurance, etc. I have all kinds of emails not related to clients portfolios because they use the same CPA and I have to send them secure files to. Meaning they are on many of our clients.