Feature Requests

Add additional "Customer-Type" field, see attachment. This should give the possibilitiy to add the information to a contact if this is the Owner, Principal, Manager, Driver, etc. of this farm. So advisors easily can see to whom they are speak.

Some of our customers may call us on a second number or we have two numbers that we would like to be able to save in their contact information. Would it be possible to add a second phone option within each contact?

Please put back the ability to remove a contacts (Staff) phone number. We have many staff members that do not have a company supplied phone and have to use their personal phone number for the verification step. We used to be able to remove the number once the account was setup, please put this feature back as this will cause a potential breach of company/staff privacy policy.

Add an open comment text field to contacts. Should should give the possibility to add information to this customer which is important for all advisors. For example customer has unpaid bills.

We have customers with service agreements, we use the segments section to identify who has one of these agreements in place. It would be handy to be able to apply the segment to the organisation, or even to have the organisation as a separate entity with staff or owners under that entity to allow for notes/segments etc against it.

Some customers have multiple contacts depending on which location they are at. Being able to search for the company name instead of the contacts name and allowing the search results to populate all contacts for the company.