Multiple organizations tied to the same person
Comments
-
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.
another option.
1 -
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.
Yet another option is to add a "person" field to organization details. This would allow for any person in your database that is associated with organization A to be associated with organization B.
0 -
Is this feature (multiple organizations for one contact) actively being developed?
Personally, I would be happy to turn off a whole host of other features and functionality to get this one feature if needed due to info not meshing well with multiple orgs.
I'm on day 1 of my trial a few hours into testing the way we would use Pipedrive and already seeing that the absence of this feature likely makes it unusable for my company, too much confusion and duplication of information. Otherwise, Pipedrive seems to have exactly the features we're looking for, some of them highly specific, so I hope there is a solution in the works!
1 -
Dana said:
Is this feature (multiple organizations for one contact) actively being developed?
Personally, I would be happy to turn off a whole host of other features and functionality to get this one feature if needed due to info not meshing well with multiple orgs.
I'm on day 1 of my trial a few hours into testing the way we would use Pipedrive and already seeing that the absence of this feature likely makes it unusable for my company, too much confusion and duplication of information. Otherwise, Pipedrive seems to have exactly the features we're looking for, some of them highly specific, so I hope there is a solution in the works!
I'm not sure what your exact use case is for requiring that a person be directly associated with multiple companies/organizations but there are several ways to address this issue but every persons case is different.
You can ad a 'person' field to organization details to associate a person already in the database with that organization record.
also, deals in organization B can be associated with people from Organization A.
In the case that a person is on the board or something of another organization in our database I simply put a not in parenthesis in the name field of his record.
John Smith (also on board of xyz co.)
0 -
Dana said:
Is this feature (multiple organizations for one contact) actively being developed?
Personally, I would be happy to turn off a whole host of other features and functionality to get this one feature if needed due to info not meshing well with multiple orgs.
I'm on day 1 of my trial a few hours into testing the way we would use Pipedrive and already seeing that the absence of this feature likely makes it unusable for my company, too much confusion and duplication of information. Otherwise, Pipedrive seems to have exactly the features we're looking for, some of them highly specific, so I hope there is a solution in the works!
Don't know the use cases? Read the threads...
0 -
Dana said:
Is this feature (multiple organizations for one contact) actively being developed?
Personally, I would be happy to turn off a whole host of other features and functionality to get this one feature if needed due to info not meshing well with multiple orgs.
I'm on day 1 of my trial a few hours into testing the way we would use Pipedrive and already seeing that the absence of this feature likely makes it unusable for my company, too much confusion and duplication of information. Otherwise, Pipedrive seems to have exactly the features we're looking for, some of them highly specific, so I hope there is a solution in the works!
I was replying To Dana and the specific use case they have. Dana didnt state it.
0 -
Dana said:
Is this feature (multiple organizations for one contact) actively being developed?
Personally, I would be happy to turn off a whole host of other features and functionality to get this one feature if needed due to info not meshing well with multiple orgs.
I'm on day 1 of my trial a few hours into testing the way we would use Pipedrive and already seeing that the absence of this feature likely makes it unusable for my company, too much confusion and duplication of information. Otherwise, Pipedrive seems to have exactly the features we're looking for, some of them highly specific, so I hope there is a solution in the works!
Hi @Dana
Thank you for writing. Unfortunately it's not in active development at the moment but resides in our backlog. I know we're working on putting a team together that will focus more on the contact area in Pipedrive. I will pass this suggestion on to them as well. Hopefully it can become one of the first things they can work on but I can't make any promises unfortunately
As Brad and others said in this thread, there are some workarounds with custom fields for example. Not ideal but it could work for you.0 -
Dana said:
Is this feature (multiple organizations for one contact) actively being developed?
Personally, I would be happy to turn off a whole host of other features and functionality to get this one feature if needed due to info not meshing well with multiple orgs.
I'm on day 1 of my trial a few hours into testing the way we would use Pipedrive and already seeing that the absence of this feature likely makes it unusable for my company, too much confusion and duplication of information. Otherwise, Pipedrive seems to have exactly the features we're looking for, some of them highly specific, so I hope there is a solution in the works!
Brad Krause - in some cases we have a single human who is the main contact directly managing a dozen different physical locations. It is essential for our operations that the full contact information is linked to each distinct physical location ("company"). We want to avoid duplicative information with room for error in our records so having the same person listed a dozen different times would be a challenge, especially as these are often multi-year client relationships, and contacts and contact info can change. Ideally CRM would help us better manage these complex relationships and not create new pitfalls. I've been looking at workarounds but because we are working with service to physical locations, we are really trying to tie the contact to all of the "company" information, not just the name. I've explored the workarounds with custom fields in the person and/or company but the most functional option I've found for us is indeed just having the same person listed 12 times. If you know a better solution, I'd love to hear it!
0 -
Dana said:
Is this feature (multiple organizations for one contact) actively being developed?
Personally, I would be happy to turn off a whole host of other features and functionality to get this one feature if needed due to info not meshing well with multiple orgs.
I'm on day 1 of my trial a few hours into testing the way we would use Pipedrive and already seeing that the absence of this feature likely makes it unusable for my company, too much confusion and duplication of information. Otherwise, Pipedrive seems to have exactly the features we're looking for, some of them highly specific, so I hope there is a solution in the works!
We have the same situation with physical locations. A property manager (John Smith) that works for ABC Co. (a property management company)
John Smith manages 5 of his clients (Condominium Associations) that John Smith contracts us to do landscape maintenance at. Usually 1 or 3 year contracts.
John Smith is associated with ABC Co. organization record. Because that is where he works.
His 5 properties are called (example name):
Property 1
Property 2
Property 3
Property 4
Property 5
Each of those properties are an organization record and they are named:
ABC Co. (Property 1)
ABC Co. (Property 2)
etc.
We often name the ABC Co. organization where John Smith actually works: 'ABC Co. (Corporate)'
With three spaces before the ( just so it sorts to the top.
When we create deals for Property 1 for John Smith he can be associated with those deals even though they are at a different organization records.
This scheme then also allows for any contacts that are located at the actual property (Condo board members) to be people associated with that site organization record ABC Co. (Property 1).
Now to associate John Smith directly with the ABC Co. (Property 1) with all his details create a custom organization details field called 'Person' This will allow you to enter John smith FROM THE DATABASE His record will be hyperlinked. It shows up as blue text. It's not just a text field with his name. When you click it, it takes you to all his details. We call it "Primary Contact"
Then we also have a similar 'Organization' type field Called 'Bill To' Which will associate : ABC Co. (corporate) that is located in deal details. So that info gets hyperlinked as the Bill to address with all the info attached. Attached to the deal.
0 -
Dana said:
Is this feature (multiple organizations for one contact) actively being developed?
Personally, I would be happy to turn off a whole host of other features and functionality to get this one feature if needed due to info not meshing well with multiple orgs.
I'm on day 1 of my trial a few hours into testing the way we would use Pipedrive and already seeing that the absence of this feature likely makes it unusable for my company, too much confusion and duplication of information. Otherwise, Pipedrive seems to have exactly the features we're looking for, some of them highly specific, so I hope there is a solution in the works!
examples:
Like in the case of Mandel below. We prepare most proposals for someone at corporate. But now we can put the on site property managers and other contacts that work at each site in that site specific record. If the property leaves the property management company and goes to a new one we just make a note in the organization name: ABC Co. (Property 1) (Went to XYZ Co.)
And we make a new record for that property associated with the new management company.
1 -
Dana said:
Is this feature (multiple organizations for one contact) actively being developed?
Personally, I would be happy to turn off a whole host of other features and functionality to get this one feature if needed due to info not meshing well with multiple orgs.
I'm on day 1 of my trial a few hours into testing the way we would use Pipedrive and already seeing that the absence of this feature likely makes it unusable for my company, too much confusion and duplication of information. Otherwise, Pipedrive seems to have exactly the features we're looking for, some of them highly specific, so I hope there is a solution in the works!
We could have also created a separate field for "Management Company" rather than combine it into the single organization field. That's an option. But for us at this time we see no need and wanted to keep it as simple as possible. But if you are doing mail merges and need the clean property name then that may be the route to go.
0 -
Dana said:
Is this feature (multiple organizations for one contact) actively being developed?
Personally, I would be happy to turn off a whole host of other features and functionality to get this one feature if needed due to info not meshing well with multiple orgs.
I'm on day 1 of my trial a few hours into testing the way we would use Pipedrive and already seeing that the absence of this feature likely makes it unusable for my company, too much confusion and duplication of information. Otherwise, Pipedrive seems to have exactly the features we're looking for, some of them highly specific, so I hope there is a solution in the works!
Thank you for the advice! This might be workable, your example helps and I'm testing it out with the "primary contact" person-type field of the organization. It's a shame that you can't see the contact info on the org page but the hyperlink may be workable. I can tell this would be confusing for some less software-oriented team members but it might be worth it. I just found that you can also require fields so the person working in the CRM can't forget to link a person or organization, which will help keep all info flowing and organized in the right spots even if the system and these adjustments are a little confusing to CRM users at launch.
0 -
Dana said:
Is this feature (multiple organizations for one contact) actively being developed?
Personally, I would be happy to turn off a whole host of other features and functionality to get this one feature if needed due to info not meshing well with multiple orgs.
I'm on day 1 of my trial a few hours into testing the way we would use Pipedrive and already seeing that the absence of this feature likely makes it unusable for my company, too much confusion and duplication of information. Otherwise, Pipedrive seems to have exactly the features we're looking for, some of them highly specific, so I hope there is a solution in the works!
Yes, It can be confusing for sure. it takes a 'minute' for people to fully understand. Especially if they create a deal and the corporate record isn't already in pipedrive because they end up linking the new deal to the corporate record and then it needs to be switched to be linked with the organization site record and not the corporate record.
When people repeatedly do it they get it with practice.
0 -
Dana said:
Is this feature (multiple organizations for one contact) actively being developed?
Personally, I would be happy to turn off a whole host of other features and functionality to get this one feature if needed due to info not meshing well with multiple orgs.
I'm on day 1 of my trial a few hours into testing the way we would use Pipedrive and already seeing that the absence of this feature likely makes it unusable for my company, too much confusion and duplication of information. Otherwise, Pipedrive seems to have exactly the features we're looking for, some of them highly specific, so I hope there is a solution in the works!
@Inês Batata & @Mike van der Valk look at how complicated this is becoming for PipeDrive users due to a foundational issue with PipeDrive not matching how the business world works in reality.
Is there any way to escalate this from a "backlog" to "in development"? This is a major foundational flaw limiting PipeDrive users. We are wanting the CRM to reflect the business world as it exists in reality.
While these workarounds are temporarily viable, it will be PAINFUL to switch from this workaround once the real solution is deployed. I say rip the band-aid off now and deliver results on what PipeDrive users have been asking for over a year!
2 -
Dana said:
Is this feature (multiple organizations for one contact) actively being developed?
Personally, I would be happy to turn off a whole host of other features and functionality to get this one feature if needed due to info not meshing well with multiple orgs.
I'm on day 1 of my trial a few hours into testing the way we would use Pipedrive and already seeing that the absence of this feature likely makes it unusable for my company, too much confusion and duplication of information. Otherwise, Pipedrive seems to have exactly the features we're looking for, some of them highly specific, so I hope there is a solution in the works!
Here is the thing. Pipedrive is about moving an opportunity through the process of being a closed deal. It's not really a CRM as much as it is a sales pipeline manager. Although it's scope seems to be expanding which is actually a bit concerning to me. Invoices, products, etc. I sure hope they make it modular because if I can't turn stuff off and keep me and others from viewing things I DON'T want to see I will find something clean and simple as pipedrive was 2 years ago. People overcomplicate stuff and want it to do way more than it should. NO BLOAT. I want to see improvement to mentions way before Invoicing, products, or even documents. Mail should have been improved way before products or invoicing integration or an improved automation interface. I mean next people are going to want it to create work orders and mail is still going to be mostly unusable.
1 -
Dana said:
Is this feature (multiple organizations for one contact) actively being developed?
Personally, I would be happy to turn off a whole host of other features and functionality to get this one feature if needed due to info not meshing well with multiple orgs.
I'm on day 1 of my trial a few hours into testing the way we would use Pipedrive and already seeing that the absence of this feature likely makes it unusable for my company, too much confusion and duplication of information. Otherwise, Pipedrive seems to have exactly the features we're looking for, some of them highly specific, so I hope there is a solution in the works!
I think I have come to believe that a person records relationship to a deal is more fundamental than them being linked to multiple organizations. There are so many ways to deal with that situation and in most cases a person being a decision maker to purchase at actual multiple organizations is the exception and not the rule. He who buys for Apple isn't also buying for Microsoft unless he works at a 3rd company which in reality is the organization he should be associated with.
I mean people want to track that person x that works at company 1 is also on the board of company 2? Seriously who wants to manage all those details in a way that's more complicated than pinning a note or putting a note next to their name: John Smith (also on board at Co. 2)
0 -
Dana said:
Is this feature (multiple organizations for one contact) actively being developed?
Personally, I would be happy to turn off a whole host of other features and functionality to get this one feature if needed due to info not meshing well with multiple orgs.
I'm on day 1 of my trial a few hours into testing the way we would use Pipedrive and already seeing that the absence of this feature likely makes it unusable for my company, too much confusion and duplication of information. Otherwise, Pipedrive seems to have exactly the features we're looking for, some of them highly specific, so I hope there is a solution in the works!
Adding a note to the name field is a lazy solution.
People may be associated with more than one organization, and they need to be mapped (not just a note). When a person is clicked on, all deals, organizations, and activities associated with that person should appear.
Assuming since it's not needed for one specific scenario, somehow discredits all other scenarios, is ... well ... shortsighted.
Let's use a real-life example: One person who buys real estate. He owns multiple properties. Each property must have a different LLC Name (organization). When you click on the person's name, all associated LLC's (organizations) should appear and they should be mapped - not just notes.
- A person can be mapped to multiple deals.
- A person can be mapped to multiple activities.
- A person should also be mapped to multiple organizations.
That's how the business world works and the platform should support/reflect the reality of those relationships.
1 -
Dana said:
Is this feature (multiple organizations for one contact) actively being developed?
Personally, I would be happy to turn off a whole host of other features and functionality to get this one feature if needed due to info not meshing well with multiple orgs.
I'm on day 1 of my trial a few hours into testing the way we would use Pipedrive and already seeing that the absence of this feature likely makes it unusable for my company, too much confusion and duplication of information. Otherwise, Pipedrive seems to have exactly the features we're looking for, some of them highly specific, so I hope there is a solution in the works!
The way the business world works is that nothing happens until a sale occurs and being able to associate a person directly to multiple properties in a CRM program or even on a sheet of paper for that matter does absolutely nothing to close a sale.
0 -
Dana said:
Is this feature (multiple organizations for one contact) actively being developed?
Personally, I would be happy to turn off a whole host of other features and functionality to get this one feature if needed due to info not meshing well with multiple orgs.
I'm on day 1 of my trial a few hours into testing the way we would use Pipedrive and already seeing that the absence of this feature likely makes it unusable for my company, too much confusion and duplication of information. Otherwise, Pipedrive seems to have exactly the features we're looking for, some of them highly specific, so I hope there is a solution in the works!
Elaborate and make your point more clearly.
I'm confused on what you're a proponent of on this thread. You joined a post to discuss allowing one person mapped to multiple companies... what exactly are you proposing?
0 -
Dana said:
Is this feature (multiple organizations for one contact) actively being developed?
Personally, I would be happy to turn off a whole host of other features and functionality to get this one feature if needed due to info not meshing well with multiple orgs.
I'm on day 1 of my trial a few hours into testing the way we would use Pipedrive and already seeing that the absence of this feature likely makes it unusable for my company, too much confusion and duplication of information. Otherwise, Pipedrive seems to have exactly the features we're looking for, some of them highly specific, so I hope there is a solution in the works!
I chimed in to offer a solution to Dana. It's not as much about being a proponent for something as it is understanding why this limitation exists in Pipedrive. It's way more often that a person relates to a single organization than the other way around.
So trying to deal with duplicate records and emails and activities that associate with a single person and multiple companies would just duplicate a whole lot of stuff if John smith was associated with 5 organizations.
I mean click on a person record in pipedrive that is associated with a single organization and what do you want to see? You want to see a list of 10 organizations down the left hand side?
We don't live in a world where more often a person works at 2, 3, 4, 5, organizations.
And in your example before that person that buys those properties works for a parent company that buys them. There are no people working directly for those real estate llc's that he/she creates.
0 -
Dana said:
Is this feature (multiple organizations for one contact) actively being developed?
Personally, I would be happy to turn off a whole host of other features and functionality to get this one feature if needed due to info not meshing well with multiple orgs.
I'm on day 1 of my trial a few hours into testing the way we would use Pipedrive and already seeing that the absence of this feature likely makes it unusable for my company, too much confusion and duplication of information. Otherwise, Pipedrive seems to have exactly the features we're looking for, some of them highly specific, so I hope there is a solution in the works!
Why would there be duplicate records, emails, and activities?
Emails and activities for Organization A are different than emails and activities for Organizatiom B ... both owned by the same person with no parent company. The property LLC (organization) is the highest level, no LLC (organization) hierarchically higher.
And yes ability to see multiple organizations under one person for those that need it.... if you don't need it, don't use it! It wouldn't change how PD is being used for those not using it, but solves a major issue for several people that need it.
If it hurts no one and helps others, why wouldn't we want to upgrade and build the platform to be more robust?
1 -
Dana said:
Is this feature (multiple organizations for one contact) actively being developed?
Personally, I would be happy to turn off a whole host of other features and functionality to get this one feature if needed due to info not meshing well with multiple orgs.
I'm on day 1 of my trial a few hours into testing the way we would use Pipedrive and already seeing that the absence of this feature likely makes it unusable for my company, too much confusion and duplication of information. Otherwise, Pipedrive seems to have exactly the features we're looking for, some of them highly specific, so I hope there is a solution in the works!
I think it's more complicated than that. If you have an appointment scheduled with a person that is associated with 5 organizations all 5 of those organizations timelines are going to display an appointment because the person is associated with all 5 organizations. Just 1 example.
0 -
Dana said:
Is this feature (multiple organizations for one contact) actively being developed?
Personally, I would be happy to turn off a whole host of other features and functionality to get this one feature if needed due to info not meshing well with multiple orgs.
I'm on day 1 of my trial a few hours into testing the way we would use Pipedrive and already seeing that the absence of this feature likely makes it unusable for my company, too much confusion and duplication of information. Otherwise, Pipedrive seems to have exactly the features we're looking for, some of them highly specific, so I hope there is a solution in the works!
John Smith
- Organization A
- Deal 1
- Email 1
- Activity 1
- Deal 1
- Organization B
- Deal 2
- Email 2
- Activity 2
- Deal 2
- Organization C
- Deal 3
- Email 3
- Activity 3
- Deal 3
Why would they ever be crossed? Activity 3 belongs to deal 3 and only related to organization c, it would never show up under any other deal or organization ... however it would show up if you clicked on the person.
A person should be able to associate with multiple organizations, multiple deals, multiple emails, and multiple activities. They would be categorized or "siloed" in the aforementioned fashion.
Clicking on Organization C, should not show deals, emails, or activities from any other organization John Smith also owns.
Are you suggesting people are not allowed to own more than one company?
0 - Organization A
-
Hi everyone.
Our honest thank-you for your candid and detailed input on how you use Pipedrive for this and how you'd ideally like it to work for you. This kind of feedback is very valuable for us in terms of research and product development and although unfortunately I can't promise anything, I've brought it directly to the attention of some internal key people.
Like Mike mentioned above, this does not go unnoticed by our teams and there may be news of improvements in the future. We'll make sure to post news of those here in the community.
Thank you also to @Brad Krause for his availability to share tips and workarounds with other members.
Knowing it's still not a perfect solution, I'd also like to bring your attention to an often overlooked feature, which is Related Organizations; this lets you create organizational hierarchies in Pipedrive.
I understand your frustrations and will discuss your comments with our team and share your concerns. Thank you for your understanding.
0 -
We work with NHS contacts who are key contacts for multple organisations depending on the role they are performing. E,G a Doctor may be a GP at a practice, a decision maker on a commissioning organisation, or a project consultant on a hospital or care Home etc etc.
Therefore a contact can have multiple roles with multiple organisations. How do we set this up.
0 -
Me too!
0 -
Inês Batata said:
Hi everyone.
Our honest thank-you for your candid and detailed input on how you use Pipedrive for this and how you'd ideally like it to work for you. This kind of feedback is very valuable for us in terms of research and product development and although unfortunately I can't promise anything, I've brought it directly to the attention of some internal key people.
Like Mike mentioned above, this does not go unnoticed by our teams and there may be news of improvements in the future. We'll make sure to post news of those here in the community.
Thank you also to @Brad Krause for his availability to share tips and workarounds with other members.
Knowing it's still not a perfect solution, I'd also like to bring your attention to an often overlooked feature, which is Related Organizations; this lets you create organizational hierarchies in Pipedrive.
I understand your frustrations and will discuss your comments with our team and share your concerns. Thank you for your understanding.
Hi Inês,
Thank you for looking into this!
I use Pipedrive primarily for nonprofit business formation. I have found that it is really hard to keep up with all the data due to this issue. Many of our clients end up forming multiple nonprofits, but I am unable to add one client to their multiple organizations. The other issue is that they each have different titles and email addresses as it relates to each organization. For privacy reasons, it would be helpful to enable a primary email address for each organization. I definitely would appriciate it for these issues to get resolved so that all the data is clean and tidy! Also, related organizations do not help me at all because, unlike LLC's and Corporations, nonprofits do not usually have parent or subsidiary companies. Thank you for all your attention to this and please let me know if there is any further feedback I may be able to provide!
0 -
Inês Batata said:
Hi everyone.
Our honest thank-you for your candid and detailed input on how you use Pipedrive for this and how you'd ideally like it to work for you. This kind of feedback is very valuable for us in terms of research and product development and although unfortunately I can't promise anything, I've brought it directly to the attention of some internal key people.
Like Mike mentioned above, this does not go unnoticed by our teams and there may be news of improvements in the future. We'll make sure to post news of those here in the community.
Thank you also to @Brad Krause for his availability to share tips and workarounds with other members.
Knowing it's still not a perfect solution, I'd also like to bring your attention to an often overlooked feature, which is Related Organizations; this lets you create organizational hierarchies in Pipedrive.
I understand your frustrations and will discuss your comments with our team and share your concerns. Thank you for your understanding.
Hey @Clayton Louis Ferrara
Thank you for your feedback about this
Since the same contact will have a different email and also a different title to different organizations, would it make sense to have "duplicate" contacts and have them linked accordingly with the organization the email address belongs?
As for the "primary" email for organizations you can create a custom field Text type and use it to add the email address.Learn a bit more about custom fields in our knowledge base:
What types of custom fields are there?If there is anything else we can do to help, please let us know!
Have a great day
0 -
Hi @Ivor Tarrant ! While that is not possible in Pipedrive, a workaround for that could be creating custom fields. For example one or more custom fields for "Role" and for "Organisation" inside the person. You can find out all about the different possible custom fields here.
1 -
Manuel Oliveira said:
Hi @Ivor Tarrant ! While that is not possible in Pipedrive, a workaround for that could be creating custom fields. For example one or more custom fields for "Role" and for "Organisation" inside the person. You can find out all about the different possible custom fields here.
Hi
Thanks
However if an alternative Organisation were enetered into a Custom Field you can't hyperlink to that organisation and create the foward backward links to be able to move around in the way other Pipedrive fields allow.
I see many people have asked similar questions and this for me is a Show-stopper on using Pipedrive (which I otherwise absolutely love!). Can you promise this is coming down the pipeline to us any time soon?
1
