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 Adding a Point of Contact to clients. 
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Joined: Wed May 31, 2017 12:52 pm
Posts: 6
Post Adding a Point of Contact to clients.
A lot of businesses and clients have secretaries who deal with their emails and so forth. If I could add a POC person to a client (not in a relationship kind of way) who would be the default contact for the client. (unless manually specifying otherwise.
I have a spreadsheet of all my clients and that has who to contact to get things moving along (secretaries mostly.)
I dont want to add it as a relationship because it doesnt make it the default contact into, but I also dont want to add it as a new client for a clients secretary.

Please think on it=)


Fri Jun 02, 2017 12:51 pm
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