TT – Setting Main Contacts in OpenCRM

Within OpenCRM you can set up Companies and link Contacts. To give you an easy indicator of who the primary person at the Company you have the ability to set a Main Contact. This information can be reported on, giving you various options for creating actions for those people.

In addition to reporting on this important customer relationship indicator, you can see this clearly on your Company record, within the Contact subtab. Additionally it appears on your organisation overview popup. And on Tickets and other records, highlighting to your whole team who has the permission to discuss invoices, authorise address changes, or other high-level decisions in your customer processes.

This designation of Main Contacts is something that we, ourselves, use as part of our security procedures. You will be asked, when you sign up, to designate an single individual to be our Main Contact for authorising important system and invoice changes. This individual will also be signed up to receive scheduled maintenance messages.

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