Solve360 Discussion Forums

Differentiating Contacts and Companies

Jun 11, 2010 05:26pm Carl Benfield Lyncean 165 posts	In contacts view, if I want to filter on a type of contact, I select “Show” and then Category Tag. Unfortunately, for the newcomer, it is not clear that the top half of the available list belongs to “Contacts” and the bottom half belongs to “companies”. Would it be possible to have these two groups coloured or shaded slightly differently so that the user is immediately drawn to the fact that there are contacts and companies?

Jun 15, 2010 08:08am Engineering SpecialOps Administrator 3952 posts	Yes Carl, I see your point. Distinguishing between the two may not be obvious especially for a first time user. Thank you for the suggestion.

Jun 15, 2010 11:18am stormer Lyncean 149 posts	I’m trying to keep away from the forums so that I can actually get some work done but I keep on finding my way back. . I have had a bit of an issue with this as well. Project blogs and Contacts are differentiated. Why not have Contacts and Companies on different pages as well. I currently keep three tabs open on the top of my page (Blogs, Contacts and Activities Dashboard). I can quickly bounce between them by clicking the tabs. the issue is that quite often I will have done a search for Company based on X criteria. A little later I will do a contact search, I’ll change the criteria and get no response and then realize that I am “showing” company. I then have to change my “show” to contact. This would be so much simpler if I had a Company tab and a Contacts tab. That way (I think) it would be much easier for newbies (and others…me anyway). Because they really are not related, I don’t think they should be on the same page. Thoughts?

Jun 15, 2010 04:18pm Labormetrix Apprentice 9 posts	Great suggestions! Please and a +1 for both.

Jun 16, 2010 07:34am Carl Benfield Lyncean 165 posts	Stormer, I’m also trying to do some work, but moving forward with this is so exciting. I very much support your idea of showing contacts and companies as two totally separate tabs - much better than my idea of the different colours. I would also raise a comment I made elswhere that the active tab needs to be a different colour - it blends in too well at the moment.

Jun 16, 2010 09:59am stormer Lyncean 149 posts	The colour comment is well taken. I am in the process now of transitioning my team from our previous CRM to 360. Luckily no one is kicking and screaming. One of the comments is the lack of colour. Colour for the sake of colour can be distracting but as a navigation tool…good use of pigments.

Jun 16, 2010 12:41pm Engineering SpecialOps Administrator 3952 posts	Thanks guys! Suggestions appreciated and well taken. As for now, you can edit your background at Workspace > My Account > Desktop Background

Jun 30, 2010 02:51pm Jonathan Tanis Aficionado 19 posts	+1 for a separate tab for contacts and companies. I would like it like that better, with it’s own filtering preserved.