Hi, I have a contact who works for 2 organisations, both of which i have deals with. Is there a way

Alan Poole

Hi, I have a contact who works for 2 organisations, both of which i have deals with. Is there a way to give a contact more than one organisation?

Inês Batata

Hi @Alan Poole !

Each Person can only be "hierarchically" linked to one Organisation at a time, but there's a couple of options you can use instead:

• You can still link that Person to the Deal of either of those organisations, regardless of whether they are linked to the Orgs too.
• Create a Person-type of custom field for Organizations and list the Person in that field for the "secondary" Organisation. Keep in mind that this is different from the standard listing of a Person under an Organisation.

Hope that helps! I will forward your suggestion internally for our team's consideration.

 

https://community.pipedrive.com/user/alan_poole

Matěj Kříž

Hey, everybody. You've hit a sore spot on Pipedrive. Such a simple thing, and so useful. It solves so many things:

• people changing jobs
• working at multiple companies
• working in a structure (e.g. university > faculty > institute) 
• etc etc.

This could all be solved by "One person in multiple organisations" support. Pipedrive knows full well that people have been asking and requesting this feature for years. But apparently it's too much work for them, so they've ignored these requests for years.

https://community.pipedrive.com/discussion/comment/37279#Comment_37279