CRM: New Zealand Business Number (NZBN) Field Addition to Contacts

Summary:

This enhancement suggests adding a dedicated field for the New Zealand Business Number (NZBN) within the CRM contacts area. This addition aims to streamline the process of managing and validating business contacts by incorporating a unique identifier for New Zealand-based businesses. The feature could leverage integration with Xero to automatically pull the NZBN for businesses already listed in Xero accounts.

Intended Outcome:

  • Improved accuracy and validation of business contacts within the CRM by utilizing the NZBN.

  • Enhanced integration capabilities with Xero, allowing for seamless synchronization of business information.

  • Streamlined business verification process, facilitating easier identification and management of New Zealand-based business contacts.

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Request

Tags

CRM

Date

Almost 2 years ago

Author

Daphne Thomson

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