It's quite cumbersome to add contacts as contact roles. Here are the steps I currently use:
- Select "Add Contact Roles"
- Select "More Contact"
- Select "Contact Role Lookup"
- Change the Show Related contacts to Show "All Contacts"
- Select the name in the List
- Change the Contact Role from the default to the one you want.
- Press Save
IMO, this has way too many steps for such a simple task.
Since you're not modifying an existing related contact, it should NOT bring you to the "Contact Roles Mapping" screen at all. After Selecting "Add Contact Roles", it should automatically bring you to the "Choose Contact" Screen with "All Contacts" as the default selection. So basically you jump from Step #1 all the way to Step #5.
Then if ZohoCRM were to make the default "Contact Role" to match the "Contact Type" for the contact you selected, you could eliminate step #6 in most cases.
Thus you go from 7 steps to add a contact role, down to 4 (#1, #5, #6, #7), and you'd still retain the ability to select "Related Contacts" and to change the "Contact Role" if you wanted to.
How it would look:
- Select "Add Contact Roles"
- Select the name from the list
- The contact role would DEFAULT to the matching built-in "Contact Type" for that contact.
- Press Save
I'm probably wrong but isn't this how EVERYONE would want adding Contact Roles to work, instead of the current method?
Does anyone have a tweak for Zohocrm already in place that could change this for me automatically?