Vince Morris
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An error occurred while saving the comment An error occurred while saving the comment Vince Morris
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I don't know if I was clear about the scenario. I don't want account managers just for contracts, I want all clients to have an account manager.
Also some of our clients do not even have an actual business name. The practice is just their name. So the Business being just a container does not do a great job for us.
The think im requesting i think is a lot more of a simple fix. I have done it my self as a work around (described above and in my comment below)
The only thing that would have to be done, is make the field described above permanent and able to be indexed (for what im asking).
I do see the where some of the things listed in that post may be useful though.
An error occurred while saving the comment Vince Morris
commented
I also entered "Account Manager: Tech" into notes so that customers could be sorted by typing in the techs name.
Vince Morris
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That actually sounds a lot more clear now. I do like that idea very much.
I was hoping maybe this was a more simple task that could possibly take less work resulting quicker implementation. I just don't get how there is not any type of account manager assignment system that also allows you to organize clients that way. (also the inability to sort by field)