Anonymous

My feedback

  1. 71 votes
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    8 comments  ·  Zendesk Sell Ideas » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
    Anonymous commented  · 

    This is the only reason I am looking to leave Base. This idea is posted SEVERAL times under different headings because we all call it something different, I have seen it posted as "Marry Clients", as "Link Clients" etc., all with the same intention. There just needs to be a way to add a relationship. Under John Williams, I add a relationship of "Spouse" and select "Mary Williams" as Spouse, and it shows on both sides. I add "Tom Williams" as "Referred by" to "John Williams" and add "Jennifer Williams" as "Child" of Mary Williams and John Williams. It's common in every CRM. I would have left a few months ago, but the only feature that kept me was the call logging and pop up at the end of the conversation on my Samsung galaxy phone.

    Anonymous commented  · 

    This would REALLY be a great help for the insurance industry as most of our clients are husband and wife. We have considered switching back to our old CRM because of this feature. Our old CRM had "relationship", and you could link all clients such as "Brother/Sister", "Spouse", "Referrer", "Child", or custom relationship fields. Currently we have been putting this information in the notes, but it's really nice to see a name in the relationship field and say "Thanks for Referring Jack" or "I spoke to your sister the other day". Definitely the feature I miss the most.

    Anonymous supported this idea  · 
  2. 28 votes
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    2 comments  ·  Zendesk Sell Ideas » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
    Anonymous supported this idea  · 

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