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Creating a ‘Companies’ tab

 
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Lyncean
727 posts

currently Companies and Contacts (people) are both under the Contacts tab. Would anyone one find it a bit easier/quicker to have a Contacts tab and a Company tab?

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Administrator
3952 posts

Is Kathleen ever going to have a field-day with that one (hehehe) smile

New Member
1 post

Yes, this would be very helpful, would like to have a “companies” tab so can click on company then create and opportunity, etc. As it stands right now I have to search for company which brings up related contacts, then click on a contact, then on the company.. More cumbersome than it should be

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Lyncean
165 posts

I agree - distinction between the two would be helpful