I have a question that I have not seen answered anywhere and that is how do you handle a single company that has many different departments that purchase from you? I do a lot of business with schools and they want the bill to all go to the same person the treasurer but it needs to be marked as to which department or group is making the purchase for example: football team, basketball team, yearbook, student council. All of these different groups have their own contact person for the order. I don't want to create a new customer for each group but would like to have them grouped by the school district that they are all apart of.
Any ideas as to how to do that?
Any update on this feature. As we are growing our business and school accounts it is becoming a big inconvenience to retype same persons shipping address again and again and also remember to copy them in all outgoing email. Sometimes we have to dig through email history to find their email address which takes up a lot of time.
Here is what I suggest.
Save a history of all shipping address we have entered so we can easily pull them up from a drop down list.
Add email address to the shipping fields.
Use this email address in the cc field for all correspondence relating to that order
Please see attached picture of the suggestion.
Last edit: 1 month 4 weeks ago by mozi1971. Reason: forgot attachment
and... be able to have more than one phone number associated with each contact in both the general and shipping contacts. Maybe add an add button or + button to be able to add in extra contact information. I have several that have more than one email for work and also more than one phone number like their office number and a mobile number.