Add ability to create households or groups
Our clients are mostly families, rather then companies or individuals. It would be great to be able to group multiple contacts into a "household." A current workaround is to use the "company" field as the "household" name, but then we lose the information about their employer which is also important. A feature like this could also be important for teams within organizations or contacts that are involved with multiple companies.
David O
shared this idea
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We recently released an ability to have multiple company records and this allows to have households as a company and link all the relevant contacts to the company. The title field can be used to designate the role in a household and custom fields allow you to gather and search relevant information about households.
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Ryan Sheppard
commented
Totally agree on this. I'm a financial advisor, and would love this feature. Notes/activities that can be added to a group/household would be helpful, as well as having contact notes/activities that "filter up" to the group/household level.
