Add more than one agencies' contacts to an account profile
I have several accounts that have multiple agencies that I deal with. Right now I can only add one agency's contacts to an account profile. It would be very helpful and cut down on a lot of time spent on entering contact info if I could simply add multiple agencies' contacts to an account's profile.
Anonymous
shared this idea
This has been completed and can now be accessed from within our Monarch solution. Special thanks to everyone that provided feedback both early on and during development!
We can’t wait for you to begin taking advantage of this during your day to day workflows :)
Keep the ideas flowing!
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Matthew Bell
commented
I would like to be able to add agency's contact to multiple accounts at once if the accounts have to same agency. I don't want to add agency over and over for each account.
Also, it would be nice, if there is a feature where the brackets automatically default on the area code when you put in the phone number.