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Zero-Q-Ltd / Daudi

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Contact name & Company name are both linked to [DISPLAY NAME] in QB #61

Open Drumceo opened 4 years ago

Drumceo commented 4 years ago

Can contact be linked to [firstname or lastname] in QB?

kisinga commented 4 years ago

In Daudi the customer model allows for potentially unlimited number of contacts to be attached to the same customer, although the logic to fully utilise this potential is not yet in place. The company name is the qb equivalent of the company name, and the display name is resolved from the primary contact, who is the fist contact in the unlimited list This means the contact name and company name are not both linked to the display name

See here Screenshot_20200308_174036

kisinga commented 4 years ago

Can contact be linked to [firstname or lastname] in QB?

Yes, the logic can be modified to achieve this. please see above and decide if there are any other field mappings, and how this will potentially affect the existing model

Drumceo commented 4 years ago

Our objective is to have the company name and the name of the person we are dealing with. good CRM relations :-)