Global Setup - Contacts

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Mark Thomas
Mark Thomas Member Posts: 2

Every organisation will need to setup their CRM in their own way, collecting the contact data they need. That is a pointless feature if every users account needs to be setup individually from scratch. The Deals page can be controlled globally with setup, why can't the Contacts view?

Having set up the data I wanted entered for every contact, I need those columns in Contact view to be viewed the same way globally. Currently I will have to set up every users account separately or hope they are able to navigate to the correct filter (or deal with the drama of a help desk)

It's nuts, and not across your competitors. I will switch to another CRM before I individually have to setup everyone's account.

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