Name of Feature/Request:
Ability To Add Contact Category In Add Contact Page
What financial, time savings, or quality of life improvements will occur from this:
Be able to already have the Contact Category set ahead of time to recognize for that Contact even if they are never associated to a Customer/Vendor.
Attempted Solutions So Far:
Add contacts to the Customer then do this step. Go to the Customer Dashboard for the customer/vendor and then choose contacts to add or edit the category.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software:
To be able to add contact category when creating a new contact when using Customers > Contacts. We have set up contact category to identify the role/department of a contact. For example, if they’re the A/P person, they would be identified as such. When you create a contact, you cannot put in the category.
StrivenID: 4863187