would like the ability to add attachments to organizations
then add detailed information to contacts that I add to thee organization
then be able to add individuals from those organizations into a project
seems like right now if I have 1+ contacts that are tied to an organization everything has to be duplicated. And when I try to add the contact as a collaborator, I'm often given errors that they already existing (email) so can't add them to a new project. and have to manually enter the info again.
The idea is to have a way to identify and add my vendors easily to collaboration m client projects. And I also want to be able to add relevant fliers, price sheets, special notes etc to the organization and the details apply to the org and their services not the individual.
at the end o f the day i woul like to manage my collaborators/vendors and clients in one CRM with ease of use.
