Multiple organizations tied to the same person
Comments
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It would be awesome to be able to assign multiple organisations to a single contact to be able to keep track of the contact between the person across various organisations.
We are a fertiliser company, and many of our farmers have multiple farms that we deal with, but we cannot assign the farms under organisations to the same person. This would be the same for a director of multiple business e.g. John Smith has FarmA and FarmB but can only be assigned to one.
I understand that the organisations can be related, but this still won't allow the same person on both.
Note that we are using Pipedrive for keeping track of customer relations so this is unfortunately not a case of adding a person to multiple deals
Cheers
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@Georgina Maud So you couldn't add the following fields to deal details?
Site name: (Specific farm name)
Site address (specific farm address)
This is how we addressed the constraint. We have clients that are property managers and manage multiple sites that we can or do sell to.
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Hi @Brad Krause,
The issue isn't in deals, as we are just wanted to attach organisations to one person.
We use another software for our 'deals' as we do our trucking and placement proof (fertiliser) separately.
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Georgina Maud said:
Hi @Brad Krause,
The issue isn't in deals, as we are just wanted to attach organisations to one person.
We use another software for our 'deals' as we do our trucking and placement proof (fertiliser) separately.
If you can't use a deal as a 'site' what about adding a unique character at the end of the persons name in each organization record.?
John Smith 1
John Smith 2
John Smith 3
Allowing multiple people at the same organisation I think would render the duplicate identification feature useless. I suppose they may be able to create an off switch for that.
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Georgina Maud said:
Hi @Brad Krause,
The issue isn't in deals, as we are just wanted to attach organisations to one person.
We use another software for our 'deals' as we do our trucking and placement proof (fertiliser) separately.
That would work, but would render the duplicate feature useless as you mentioned, as well as have any notes/activities under each person be split around the place. I found this thread here from around a year ago that explains the same issue: https://community.pipedrive.com/post/one-person-for-multiple-companies-5e7e1d77611ed43c0e03d515
Thank you for your input!
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We kinda have a similar situation but we have been able to make due just fine by adding a 'site name' and 'site address' field to deal details.
We have property management clients that have multiple properties around town and the person that manages those is at a central office. So adding the site name and address to the deal was a any fix.
In some cases we keep separate organisations for the properties. in the name of the organisation we have the corporate name and then the property name in parentheses. We do this mostly when we deal with the property people more than the main office and want the people associated with the property to be more prominent.
No matter how you slice it there is going to be constraints and compromise/ work arounds.
I'm not a big fan of the 'related organizations' thing just because it's another thing to manage and make sure is set.
Oh, and I know I'm one to talk about feature suggestions. I'm guilty.
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+1
We have several contacts active in multiple organizations. Please do add this functionality!
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Hi @Georgina Maud thanks for sharing, I've passed it on to our team as well. And thanks Brad for helping Georgina!
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I may have a solution @Georgina Maud . One that we are implementing ourselves. @Mike van der Valk
We deal with companies that have multiple sites we work and seek business at. In some cases they are owned by the parent company and in some cases they are a 3rd party management company.
Organization:
Parent company name (Site /Farm name)
or
Management company name (site/farm name)
For the main organization record that will hold your multi site contact person:
Parent company name (Corporate)
put multiple spaces between the parent company name and corporate in parentheses on this record and it will be forced to the top of that group of records.
Link the main multisite person from the corporate record to each site organization by adding a custom autofill 'person' field to the organization detail section.
This structure now allows you to keep people records of the people specific to the sit/farm as well in that site/farm organization record.
Contact from corporate record hyperlinked to site/farm record:
Field type to add to organization detail:
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I am probably doing this wrong, but I am trying to create multiple organizations for a single contact. Is this possible? If it is, how would I go about do it?
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Unfortunately there's no way to add more than one "connected" organization. You can create custom organization fields (see below) but, this creates a few problems in itself. You would want to use the default connected as the "master" if you will. Out of curiosity, what is the use case?
https://www.loom.com/share/f6f26faa0a3148b78469bf3cd060c2560 -
Jeremy Gulley said:
Unfortunately there's no way to add more than one "connected" organization. You can create custom organization fields (see below) but, this creates a few problems in itself. You would want to use the default connected as the "master" if you will. Out of curiosity, what is the use case?
https://www.loom.com/share/f6f26faa0a3148b78469bf3cd060c256Thanks for replying. I figured it wasn't possible.
In our company we use Pipedrive to tie each company/organization to an owner/employee of the organization. It is possible for people to own more than one business unrelated to the "connected" organization. Currently, if there is a business which shares the same legal entity (Federal Tax ID), than we have ways to differentiate, but when the organization is completely different from the original it make for some interesting activities. I like the suggestion you replied with. I will try it out.
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@Jed Chrisman I have a very detailed breakdown of how we solved this here as a response. Doesn't seem like I can link exactly to my response. https://community.pipedrive.com/post/the-ability-to-assign-multiple-organisations-to-a-single-person-601088a3d35e6e03ef9cc76d
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Has this feature been added yet? I have multiple contacts that are a part of multiple organizations and would like to keep their information all in one place.
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Cody Harrison said:
Has this feature been added yet? I have multiple contacts that are a part of multiple organizations and would like to keep their information all in one place.
Wish I could say it had @Cody Harrison but it hasn't. I'll connect with our team to see if we can up the priority on this but thats no guarantee unfortunately.
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Lets say I have a prospect that works at 2 companies or works at a company and volunteers on a board and I am prospecting both organizations. wouldn't it follow that I should be able to add a person to 2 separate organizations, asked support and they said it isn't possible atm.
@Pipedrive lets add this feature
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A person can only be associated with one organization. If they could be associated with multiple it would cause activities and communications with that person to be associated with multiple organizations. That would be pretty messy.
I could be wrong but I don't often see situations where a person works at two organizations. Nice gig if you can get it I suppose.
Here is what you can do.
You can associate a person from organization A with a deal that is created in organization B.
or
You can put a small not in parentheses as part of the persons name field that they are also associated with organization be example: John Smith (Board member at Company name)
or
You can add a person field to organization details where you can insert the name of a person that exists in your pipedrive database. It will out fill as you type with matching pipedrive contacts. Be sure to cheese from that list as to prevent it from creating a new contact.
or
You could create a pinned note in the organizations making a notation that John Smith of xyz company is also associated with this company.
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This is also something that is essential to our business, and not having it can be a dealbreaker for us to further work with Pipedrive.
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I'm into the first hour of my trial with PIPEDRIVE. I work with hotel owners, and many of them own more than one hotel. I really need the ability to link a contact to more than one organization. This could be a deal-breaker for me buying a subscription or not. Please let me know what your team is thinking in regard to a timeline for adding this feature. Doug
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Cody Harrison said:
Has this feature been added yet? I have multiple contacts that are a part of multiple organizations and would like to keep their information all in one place.
It would be awesome if the priority could be upped. Cheers
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Any update on this ?
We need this feature too.
It would be easy if we could add more companies in that suggested "custom field" in stead of creating multiple fields "linked organisations"
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Hi,
I can see that organisations can be linked - but hierarchical only? I have a person that is currently connected to multiple organisations of different categories that aren't directly connected? I want to be able to the the individual 'connected with these organisations but it appears clunky? Please advise.
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This is an essential for my team also.
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Hi @Michelle Martin the only way is to set companies linked together, for example as parent compan.
To do that go into the organization detail and select ”related organizations” in the left column. You will be able to select the type of company relation.
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Keep in mind that even though a person can only be connected to one organization they can be connected to deals across different organizations. For what that's worth to your situation.
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Fabrizio Nicolosi said:
Hi @Michelle Martin the only way is to set companies linked together, for example as parent compan.
To do that go into the organization detail and select ”related organizations” in the left column. You will be able to select the type of company relation.
Thank you. However, those companies are independent to one another. It's about the relationship of the individual between these organisations, if you follow me?
I'm in marketing, to link a company as a parent or sister would be confusing and impractical. I'm sure I've achieved this on other CRM's in the past. Thanks.
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Brad Krause said:
Keep in mind that even though a person can only be connected to one organization they can be connected to deals across different organizations. For what that's worth to your situation.
Thank you Brad. This is more or an Influencer for events that connects with certain organisations as he is Chair on a board for various that are of no direct relation to one another. It looks like I will have to create a note and paste in each one - not ideal really.
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Hi, joining the conversation. Would be essential to link multiple organisations to one person.
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