Contact - Custom Field Dropdowns vs manual type
J
Jacinth Swordfish
I'd like to a Customer Field added to contacts. Most contacts are going to be an employee of a business that is a customer. Also a role field would be nice.
Example:
Contact: John Doe
Role: Superintendent
Customer: Design Builders
Maybe a simpler approach is to this would be to make your custom fields allow for drop downs. That way when you add a custom field called Customer, you can create a customer one time and assign multiple contacts under that customer
How this helps me. I own a construction waste hauling business. I am a subcontractor for home builders. The home builder is my customer. My team and I communicate daily with various superintendents in various neighborhoods. So to be able to have those superintendents saved as contacts, assigned to a builder, assigned to a neighborhood, would help us tremendously
Chris Brisson
Hey Jacinth Swordfish — thanks for sharing this, super helpful context. Totally get the use case (contacts tied to a “Customer” like a builder, plus role/neighborhood), and how dropdown-style custom fields could make that a lot easier to manage across multiple contacts. I’m going to pass this along to the team to take a look, and we’ll follow up here once we’ve got next steps.