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This topic contains 0 replies, has 1 voice, and was last updated by  Rembert 2 years, 6 months ago.

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  • #9688

    Rembert
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    Hi there,

    this is quite tedious: I´m opening an account and adding a new contact (via “more actions/Add contact”). Now I have to fill in each and every field that I had already entered for other contacts in that account.

    I know that you will answer “one person can be part of multiple organisations and one account can consist of various companies/b2bCustomers…” But 90% of the time things are simple: I just want to add another person to company xy (be it in “accounts” or “b2b customers”).

    Oro tends to make things complicated…

    Cheers,
    Rembert

    P.S. To add a existing contact to an account I have a different workflow than adding NEW contact? This is not too nice concerning UX…

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