Organise multiple addresses with new Branches feature

by Wes Hooper

9th June 2009

Published in: Customer Management (CRM)

If your business or one of the larger companies you store in your Moobiz CRM has multiple offices, it could be tricky keeping corresponding contact details organised.

When viewing details for a Company, Moobiz would list addresses, phone numbers and email address separately. Most of the time that's fine but with more than a couple of locations for a business it was becoming unwieldy, for example the Leicester address might be at the top of the page but the phone number way down amongst all the other numbers.

Our new Branches feature solves this by creating a group of address, phone number and email address with a place name. These are then displayed on a Branches tab for the Company.

In keeping with our aim of making Moobiz simple and uncluttered, the option for grouping with Branches is actually hidden by default! Most of the time you won't need it so Moobiz is simpler without it, however when you've got a few addresses it becomes simpler to use Branches. Therefore Moobiz will suggest Branches when appropriate, or if you prefer you can make them show all the time from your Settings page.