Would benefit by the improvement of how contact records and company records are created and connected, so we can more easily report on the value of a company/agency/partner to our business.
The Company field shouldn't be a free type field. We think you should be able to create a company record and it not be duplicated based on company address/post code, then assign guest/contact records to that company so you can track all enquiries received/bookings made by that company. Within that company field you should be able to enter whether the company is a corporate, agency, 3rd party, charity etc.
It is currently challenging to report in detail on corporate performance as there is so much room for error/duplication with free type company field and labels. Currently we free type the company name when it's a corporate, which is very hard to report on. When it's an agent or 3rd party, we have a source set up for each one we work with, but that then overrides us knowing whether the enquiry came over the phone, email, BD etc.
Needs to be a more robust way of managing and reporting on this, particularly for venue groups that work with corporates and agencies, which I imagine are most people using Collins.
