Display contacts job title under contacts tab - Account profile page
Please see Susan's explanation below:
The business need is when looking at an account with multiple contacts (and as a manager you may not be familiar with all the contacts and what they do) it would be more convenient to see the titles versus having to open up each contact to get to the marketing director, for example. In this particular example, I entered these contacts in a couple weeks ago from a trade show we attended and now want to send emails to marketing directors or executive directors.
I am asking because I believe it was a view that I had used in Salesforce frequently and just realized it wasn’t available in Matrix.
Susan Wineland
shared this idea
Monarch has been designed to do exactly this.
When you view the Contacts tab you will see a list of contacts from the Account as well as any from the affiliated Agency that you have added for ease of access.
We display the title, company, email, phone, and social media information at your fingertips with quick access to the Contact Profile should you need more information.
If you’re having any trouble with this, please reach out to our support team and we’ll be happy to assist you further!
Thank you!