Forum Discussion

Bradyhed10's avatar
Bradyhed10
Active Contributor
2 months ago

Employee Contact solutions Admin

Does anyone have any clever solutions for organizing Employee contacts?

This is the issue we run into.
We have several stores that have several employees finding people to call or know where a person is located becomes challenging. (New employees, people with the same names)
To the point where I went in and changed each user first name to Location-first name then last name.

This works but is somewhat of a mess and does not help our users that work remote or have no location. Previous phone systems we have been on we have been able to hit drop downs in the app of locations and then be able select a person off the location drop down. 

I feel like custom fields in the admin Portal is the fix for this, but I am currently only able to see custom fields that I add for Shared and Private contacts. I can only see the custom field I add to an employee under the admin portal. Furthermore, I think custom fields could be added to the search contact function where if several users have that custom field it shows up in search results. 

I guess why an option for User Groups available in the admin portal if you can't customize your company contacts like this. 

1 Reply

  • KateG's avatar
    KateG
    GoTo Manager
    2 months ago

    Hi Bradyhed10​ 

    Hi there! Thanks for your detailed feedback about the challenges with organizing and finding employee contacts across your different locations.

    I think the idea you posted today on restricting and customizing shared contacts by user groups or location would  supports what you’re looking for—instead of manually editing names, users could simply be grouped by store or department. 

    We’ll be reviewing this suggestion with the team as part of our ongoing efforts to improve the admin portal and the contact management experience. Thank you for raising these concerns, if I'm missing something or you have anything else to add, please let me know.