CRM: Company First Mode
VIDEO: Introduction to Company First Mode
What is "Company First" mode?
Some businesses work primarily with Individuals, but many businesses are working with Companies as their Clients, and these businesses need to assign Projects, Invoices, Files, etc.. based on the Company, not an Individual.
"Company First" mode will let you work directly with Companies, and associate your projects, invoices & other portal assets with the Company instead of just one Individual.
When Company First (CF) is enabled, each Company will require a Primary Contact. This Primary Contact will be the direct point of contact for the Company, and any permissions, access, email notifications, etc.. that are designated for the Company, will be tied to that Primary Contact's user/email address.
At any time, you can easily change the Primary Contact, and all the Company associations for permissions, access, email notifications, etc... will pass to the new Primary Contact. From that action, the new Primary Contact will be the direct point of contact for that Company.
How do I enable Company First (CF)?
To enable CF (Company First) mode, simply navigate to the Flyout Settings menu and click on the Company Profile/Settings menu item which you can find in the My Account column.
From there, scroll down until you see the CF setting, and be sure to read the helper text so that you completely understand the implications of enabling this feature.
If you have an existing account, with existing Contacts/Companies, and you are enabling CF for the first time, the Primary Contact for each Company will automatically be set to the Associated Contact in your account with the earliest creation date. You can change the Primary Contact at any time.
How do I change the Primary Contact for a Company?
Changing the Primary Contact is easy. Just navigate to CRM > Companies and select the Options menu for the Company you want to change, and from that menu, select Change Primary Contact.
From there, you'll see a pop-up modal that prompts you to select the new Primary Contact.
What happens when I change the Primary Contact for a Company?
When you change the Primary Contact for a Company, that person will be the direct contact person for all assets/files/items associated with that Company.
This is helpful in case the previous Primary Contact leaves the Company, changes roles in the Company, or especially in the case that they decide to move off grid and buy 3 pigs, 6 chickens, 10 solar panels and a yurt :)
What happens if I disable Company First Mode?
If you had Company First Mode enabled, and were assigning Projects, Invoices, etc... to Companies, you may be concerned about what would happen if you turned Company First off, but nothing to worry about here... we have those bases covered.
If you turn CF off, then all the Projects, Invoices, etc... that were assigned to the Company will then be assigned to the Primary Contact of the Comany. So, for example, if Company Alpha had their Primary Contact set to be Mr. Orange, then after you turn off CF, then all Company Alpha's items like Projects, Invoices, etc... would be assigned to Mr. Orange.
If you then turned CF back on, we remember that Mr. Orange was the Primary Contact for Company Alpha and all the items that were previously assigned to Company Alpha will once again be assigned to the Company
IMPORTANT: If you remove the Contact or the Company while Company First Mode is off, then all bets are off, and any associations or items associated with that Contact or the Comany may be lost.