Our solicitors would like to easily see the location as they plan visits. Some people live in one state and work in another, so home address alone is not enough.
I do like how the business address is displayed. The business name, however, is buried down in the relationship section. It would be nice to have business name (and maybe even industry) right there at the top with the business address.
Mind giving feedback on this one? We did some address improvements during the EAP. Here's an excerpt from the April 6 What's new:
View primary business contact information — On a constituent's record, you can now quickly view whether contact information is marked as primary business (with a building icon) under Constituent summary.
View additional contact information —UnderConstituent summary on a constituent's record, you can view up to two addresses, three phone numbers, and three email addresses, with those marked as preferred or primary first. For any additional contact information, such as seasonal addresses or previous phone numbers, you can now select and more.
I'll mark it as shipped since you can see additional addresses and quickly get at the others, but we can always make more improvements. Thanks!
I do like how the business address is displayed. The business name, however, is buried down in the relationship section. It would be nice to have business name (and maybe even industry) right there at the top with the business address.
Mind giving feedback on this one? We did some address improvements during the EAP. Here's an excerpt from the April 6 What's new:
View primary business contact information — On a constituent's record, you can now quickly view whether contact information is marked as primary business (with a building icon) under Constituent summary.
View additional contact information —UnderConstituent summary on a constituent's record, you can view up to two addresses, three phone numbers, and three email addresses, with those marked as preferred or primary first. For any additional contact information, such as seasonal addresses or previous phone numbers, you can now select and more.
I'll mark it as shipped since you can see additional addresses and quickly get at the others, but we can always make more improvements. Thanks!