Contacts should have the same "Type" fields as Customers
Contacts should also have a "Type" similar to the Customer Types "Individual, Profit, Non Profit, Government".
We need to enter business information as a contact but, are forced not to follow best practices and enter them as an individual with a first name and last name.
Graham Gestring
shared this idea
We need more votes on this request.
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Jonathan Witt
commented
During the 2025 User Group meeting, feedback was collected highlighting a challenge for organizations like Northshore that frequently add business contacts. Currently, the Contact tab only supports First Name and Last Name fields, which is not ideal for business entities. We would like the Profit Option currently available on the Customer tab to also be available on the Contact tab.
Enhancement Request:
Add an option to designate a contact as a business.
Allow entry of a Business Name instead of requiring First/Last Name for these contacts.