EstiMate Knowledge Base / FAQ

HomeEstiMate Version 1How Do I...How do I enter multiple people/departments for the same company?

4.69. How do I enter multiple people/departments for the same company?

I have a large client that I do signage for that has many different people and departments. How do I enter the diverse contacts into the customers database in EstiMate?

The best way to enter multiple people/departments for the same company is to change the company name slightly for each one. For example:

1st entry is simply the company phone and fax numbers and the primary contact:

Company Name:
Ampersand Signs
Contact:
Johnathon Bakan
Phone:
828-274-7142 x 10
Fax: 828-274-4625
Address:
651 Caribou Road
Asheville, NC 28803

The 2nd entry has the customer name changed slightly:

Company Name:
Ampersand Signs - Mark Smith
Contact:
Mark- Sales Department
etc...

By changing the company name slightly EstiMate views it as a separate company and thus a unique database entry. More flexibility in this area is coming in EstiMate version 2, but for the moment this is how multiple contacts from the same company should be handled.

This page was: Helpful | Not Helpful