Multiple organizations tied to the same person
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Thank you @Inês Batata . Please let me know when this happens or anything I can do to further the movement along. Thank you!
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I find this relevant for two use cases in particular:
- External service providers that have contracts with multiple accounts.
- Some contacts (e.g. investors) are involved with multiple accounts as they are part of a portfolio.
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I would love to have a slightly different feature - the ability to "promote" a contact from one organization to another without losing the history of employment. Sometimes our contacts leave one organization and get hired by another but they remain our sales contacts. Currently, it's not possible to see if the contact person previously worked in another organization and that is inconvenient.0
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@Dmitry Gudkov Right now a possible workaround would be to create a custom field in the Person for "Previous Company" and "Previous Role".0
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+1 a person needs to be able to be working at different organization within our PD
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Hello! Looking for guidance - our company works with agencies where one account contact would manage multiple organizations. For example an advertising agency where we have the organization as 'Multi-Media Inc' but we want them linked to the 'Nike' organization - do we have to create multiple 'people' such as Amy Hunt with Multi-Media, Amy Hunt with Nike, Amy Hunt with Gucci? If we change Amy Hunt to Nike..her Gucci will not link anymore.. etc etc. making us create multiple Amy Hunt's.
Thank you!
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Inês Batata said:
Hi @Valentine !
You can connect two organizations to one another (see Related Organizations) but each Person can only be linked to an Organization at a time in Pipedrive.
A workaround for this is to create an organization-type custom field in People and list the secondary Org there, but keep in mind the Person will still not show up as linked to it.
Can you tell us a little more why you need to link a Person to more than one Organization?
this would be great if the organization didnt have to be the same as the organization the contact works for. For example: Kim Jones works for Disney Channel. You want her linked to this and that as her primary organization to link her name...but you want her "secondary" organization, and her to be linked to Cinderella because that is what she is managing. If that makes sense. VS right now we are having a Kim Jones with Disney, Kim Jones with Cinderella.. etc.
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Hi @Haley Peloquin !
This is a question that comes up every now and then and I can see you've already seen the answers here
Unfortunately at the time there's no way to achieve what you're looking for without a downside like the ones mentioned in the link above.
I understand this is a hassle for users in your situation and we appreciate your feedback. I've made sure it reaches our team for consideration in future developments. Unfortunately with many customers and requests and with limited development resources we need to prioritise and make choices what to deliver first. Thank you for your understanding!
Speaking of which, here are some pro tips to stay on top of what’s coming down the line:
- Follow What's Planned to know what we're working on currently.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features.
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I'd love to have this feature too. We are orking with hotels, and we have several contacts that have multiple hotels which all have their own deals
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Coming across this need again! It's a common occurrence to have one person responsible for work at multiple facilities.0
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Agree. We work with customers where an employee also belongs to an industry group. We sell to both the company and the industry group. Decision-maker for both is the same person.
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Inês Batata said:
Hi @Valentine !
You can connect two organizations to one another (see Related Organizations) but each Person can only be linked to an Organization at a time in Pipedrive.
A workaround for this is to create an organization-type custom field in People and list the secondary Org there, but keep in mind the Person will still not show up as linked to it.
Can you tell us a little more why you need to link a Person to more than one Organization?
Thank you for you detailed example @Haley Peloquin , it's very helpful for us!
Unfortunately, right now there are no concrete short term plans to make these improvements. With many customers and requests and with limited development resources we need to prioritise and make choices what to deliver first.
We will make sure however our team will consider your suggestion but we can never make any promises.
Speaking of which, here’s how to stay on top of what’s coming down the line:
- Follow What's Planned to know what we're working on currently and what’s to come.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features. 🚀
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This would be a huge help! We're in the affiliate marketing industry and we'll have one contact who represents multiple brands/organisations0
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Agree, this would be helpfull for us too!
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Property Managers are an example in our case. They have multiple locations that we treat as separate organizations.
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I would really like to see the possibility of connecting a contactperson to multiple organizations. We work with free lancers who work for multiple clients of us. We can make a custom field but when a contact works for 6 different organizations we need to create 6 custom fields.
Can the Pipedrive development team create the possibility of connecting a contactperson to multiple organizations?
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Same here. I am a M&A Advisors and a lot of my contacts are CEO of a holding and a subsidiary!
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I agree, we have Seniro Exec's of one organisation who sit on multiple industry Boards/think tanks (often where deals are generated) so it would be good to:
- be able to put one person against multiple organisations
- have functionality that allows the relationships between peak organisations, customers and competitors better understood.
1 - be able to put one person against multiple organisations
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How can this not be a function yet? It was brought up over 8 months ago, and is extremely important to smaller (and I suspect, larger) businesess. Many of our contacts work at 2 or more organizations, and might be a board member of many more.
It is extremely important that we know which organisations we have a "way in" to, via one of our existing contacts, and keep track of who we are talking to at one particular organization, even if one of them primarily works for another organization.
So many missed possibilities just because you cant add a second and third organization field to a contact
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Inês Batata said:
Hi @Haley Peloquin !
This is a question that comes up every now and then and I can see you've already seen the answers here
Unfortunately at the time there's no way to achieve what you're looking for without a downside like the ones mentioned in the link above.
I understand this is a hassle for users in your situation and we appreciate your feedback. I've made sure it reaches our team for consideration in future developments. Unfortunately with many customers and requests and with limited development resources we need to prioritise and make choices what to deliver first. Thank you for your understanding!
Speaking of which, here are some pro tips to stay on top of what’s coming down the line:
- Follow What's Planned to know what we're working on currently.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features.
I'd like to add my vote for adding this. We have this type of need too.
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Hi @Peter thanks for chiming in. I understand the disappointment, changing this behaviour however is a huge change for the architecture of Pipedrive and when it comes to contact relationships. I know our team is having this in the backlog but it isn't as simple as it may seem unfortunately and there's many dependencies and priorities related to this.
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Same, I need this functionality too. A contact can often work at many different companies (e.g. a contractor/consultant), or own multiple companies. This is a core competency that Pipedrive needs to have !
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Mike Sorensen said:
Same, I need this functionality too. A contact can often work at many different companies (e.g. a contractor/consultant), or own multiple companies. This is a core competency that Pipedrive needs to have !
By the way, I'm a CTO and startup business owner. This is not hard functionality to add... Simple mapping table with Organization related fields (e.g. their title is likely different, email address, etc.).
Being able to look at an individual and see all of the related companies would also be extremely powerful!
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@Mike van der Valk this is an issue for hundreds of Pipedrive users, and dozens have already chimed in through various threads. PipeDrive doesn't accurately resemble how businesses work in the real world. One person can (and oftentimes) does belong to more than one organization. PipeDrive is meant to serve as a CRM to make the PipeDrive user's job easier. I love the platform and strongly urge the PipeDrive team to prioritize this. @Mike Sorensen is correct, the backend mapping is not as difficult as you're making it out to be, and even if so, this is a highly requested feature that merely models the way business works in the real world.... a CRM should support reality not the limitations of a software engineer's imagination/creativity. Please find a solution to this issue, it largely affects how several users handle PipeDrive, and nesting custom fields is not the correct solution... that's a bandaid. Thanks for all your help and support, I look forward to the next level of PipeDrive!
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Mike Sorensen said:
Same, I need this functionality too. A contact can often work at many different companies (e.g. a contractor/consultant), or own multiple companies. This is a core competency that Pipedrive needs to have !
Hi @Mike Sorensen thanks for your comments. I've looped in our PM on that area, hopefully we can improve this!
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Rock Stevens said:
@Mike van der Valk this is an issue for hundreds of Pipedrive users, and dozens have already chimed in through various threads. PipeDrive doesn't accurately resemble how businesses work in the real world. One person can (and oftentimes) does belong to more than one organization. PipeDrive is meant to serve as a CRM to make the PipeDrive user's job easier. I love the platform and strongly urge the PipeDrive team to prioritize this. @Mike Sorensen is correct, the backend mapping is not as difficult as you're making it out to be, and even if so, this is a highly requested feature that merely models the way business works in the real world.... a CRM should support reality not the limitations of a software engineer's imagination/creativity. Please find a solution to this issue, it largely affects how several users handle PipeDrive, and nesting custom fields is not the correct solution... that's a bandaid. Thanks for all your help and support, I look forward to the next level of PipeDrive!
Thanks for chiming in, I appreciate it. I've making some noice internally to get attention on this, hopefully we can accomplish improvements here!
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Rock Stevens said:
@Mike van der Valk this is an issue for hundreds of Pipedrive users, and dozens have already chimed in through various threads. PipeDrive doesn't accurately resemble how businesses work in the real world. One person can (and oftentimes) does belong to more than one organization. PipeDrive is meant to serve as a CRM to make the PipeDrive user's job easier. I love the platform and strongly urge the PipeDrive team to prioritize this. @Mike Sorensen is correct, the backend mapping is not as difficult as you're making it out to be, and even if so, this is a highly requested feature that merely models the way business works in the real world.... a CRM should support reality not the limitations of a software engineer's imagination/creativity. Please find a solution to this issue, it largely affects how several users handle PipeDrive, and nesting custom fields is not the correct solution... that's a bandaid. Thanks for all your help and support, I look forward to the next level of PipeDrive!
@Mike van der Valk thank you for your diligence. Any escalation process available would be greatly appreciated!
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Please, this limitation of one organization one user, just doesn't make sense.
I already request this feature about two years ago
- Some customers have more than one company
- Some organizations, we have more than one contact that we need to contact.
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I can definitely see how something so core to the current system would be difficult to alter.
That having been said, I'd like to express my desire for this feature too. I will likely be moving to a professional plan in the coming months, but encountering this issue has caused me second thoughts as a large minority of my potential clients are owners of/participants in multiple businesses.
On merit of automation I still plan to go ahead with upgrade, but this is a serious flaw. I hope this moves very quickly from a backlog issue to a major concern as I see Pipedrive has bells and whistles in beta but has an unresolved core problem at a foundational level. The more these issues are built on top of, the more difficult they will be to improve. As such, the more this fix is deferred in favour of new features, the bigger a thorn in the side it will become when the issue becomes unavoidable. Please act on this issue.
Thank you to the team for their ongoing hard work, and I hope to experience this flexibility soon.
Best wishes.
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Victor said:
I can definitely see how something so core to the current system would be difficult to alter.
That having been said, I'd like to express my desire for this feature too. I will likely be moving to a professional plan in the coming months, but encountering this issue has caused me second thoughts as a large minority of my potential clients are owners of/participants in multiple businesses.
On merit of automation I still plan to go ahead with upgrade, but this is a serious flaw. I hope this moves very quickly from a backlog issue to a major concern as I see Pipedrive has bells and whistles in beta but has an unresolved core problem at a foundational level. The more these issues are built on top of, the more difficult they will be to improve. As such, the more this fix is deferred in favour of new features, the bigger a thorn in the side it will become when the issue becomes unavoidable. Please act on this issue.
Thank you to the team for their ongoing hard work, and I hope to experience this flexibility soon.
Best wishes.
Thanks for your contributions. What makes it tricky is indeed the fact that it's part of our core setup of Pipedrive. Changing it means changing the whole way Pipedrive works.
Having said that, it doesn't mean it won't happen. I know some developers are looking into it. We understand the value and as with everything else in Pipedrive we want to improve your experience and value of the tool over time. I can't promise anything here as I hope you understand but we're definitely not ignoring these requests and are looking at our options.1
