Multiple organizations tied to the same person
Comments
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Experiencing the same issue. We have contacts that own businesses and work in other companies aswell. i added a new line in the contact field. But the contact does not show in the second organisation. is it planned to be added? It seems to me that the possibility to add multiple organisations to a contact can be achieved in the same manner as adding multiple people to an organisation (it probably is more complicated).
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Would like to add that this function is essential for us too, so to help expedite
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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.
exactly my point. the organisations are not related but the person holds a function across several organisations - example in NHS CCGs and NHS Trusts.
I have jus commented on similar threads here
(21) How do you associate a contact to multiple organisations (pipedrive.com)
and here
(21) Connecting Contacts to Organisations (pipedrive.com)
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Hello,
Bumping this up as it hasn't got any update for 4 months.
This feature is of utmost importance for us too. Our leads and clients appear to own several businesses, which all are important to us and have their own deals.
The impossibility of linking several organizations to one person basically renders the duplicate feature void for us (as we must keep loads of person's duplicates to operate). And that's a shame.
We've read the workarounds of Brad Krause (and we thank him for that), which are what they are: workarounds, whereas one person having the charge and ownership of several different organizations should be the easier way.
I'll be waiting to hear about any progress in that area.
Thanks
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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.
@Vera Rosado Not really. I have one person/one email and deals for 4 organizations. You have the person's company email and they are board members of several professional organizations that do not have individual domains. As such all 4 deals are associated with 1 email - aka a real mess. It forces me to keep good notes of who is connected with the deal instead of using the system properly.
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Bakus Admin said:
Hello,
Bumping this up as it hasn't got any update for 4 months.
This feature is of utmost importance for us too. Our leads and clients appear to own several businesses, which all are important to us and have their own deals.
The impossibility of linking several organizations to one person basically renders the duplicate feature void for us (as we must keep loads of person's duplicates to operate). And that's a shame.
We've read the workarounds of Brad Krause (and we thank him for that), which are what they are: workarounds, whereas one person having the charge and ownership of several different organizations should be the easier way.
I'll be waiting to hear about any progress in that area.
Thanks
Bump!
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Bump. really needed..
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Unfortunately we could not wait any longer for this feature and are migrating to Hubspot which handles it nicely.
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Mike Sorensen said:
Unfortunately we could not wait any longer for this feature and are migrating to Hubspot which handles it nicely.
Hubspot does not have this feature either, a person cannot be linked to multiple companies. Or do I have this wrong?
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Mike Sorensen said:
Unfortunately we could not wait any longer for this feature and are migrating to Hubspot which handles it nicely.
Hubspot did have a beta of this feature back in April, so may be live by now. We were about to flick the switch to use Pipedrive, but this feature is a serious hindrance, so we may go with Hubspot.
Hubspot multiple orgs per contact beta: https://community.hubspot.com/t5/HubSpot-Ideas/Associate-one-contact-to-multiple-companies/idi-p/19236
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Applying some fair pressure on Pipedrive by pointing out that this is now available on Hubspot: https://community.hubspot.com/t5/HubSpot-Ideas/Associate-one-contact-to-multiple-companies/idi-p/19236
If you were to have proper feature voting, I'd guess this would come out near the top. There have been many separate requests here over the years:
- https://community.pipedrive.com/post/one-person-for-multiple-companies-5e7e1d77611ed43c0e03d515
- https://community.pipedrive.com/post/linking-people-to-multiple-organizations-5f4d4374a6fbbb445e4749c6
- https://community.pipedrive.com/post/person-belongs-in-multiple-organisations-5e38097f8e0161792de9c873
- https://community.pipedrive.com/post/how-do-you-associate-a-contact-to-multiple-organisations-6088180de3176b22414d0ce1
- https://community.pipedrive.com/post/can-link-only-one-organisation-to-a-contact-5f8ca1d031434e789071239e
- + probably many others...
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As Mike Sorensen points out, Hubspot have this feature now: https://community.hubspot.com/t5/HubSpot-Ideas/Associate-one-contact-to-multiple-companies/idi-p/19236
If you were to have proper feature voting, I'd guess this would come out near the top. There have been many separate requests here over the years:
- https://community.pipedrive.com/post/one-person-for-multiple-companies-5e7e1d77611ed43c0e03d515
- https://community.pipedrive.com/post/linking-people-to-multiple-organizations-5f4d4374a6fbbb445e4749c6
- https://community.pipedrive.com/post/person-belongs-in-multiple-organisations-5e38097f8e0161792de9c873
- https://community.pipedrive.com/post/how-do-you-associate-a-contact-to-multiple-organisations-6088180de3176b22414d0ce1
- https://community.pipedrive.com/post/can-link-only-one-organisation-to-a-contact-5f8ca1d031434e789071239e
- + probably many others...
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Applying some fair pressure on Pipedrive by pointing out that this is now available on Hubspot: https://community.hubspot.com/t5/HubSpot-Ideas/Associate-one-contact-to-multiple-companies/idi-p/19236
If you were to have proper feature voting, I'd guess this would come out near the top. There have been many separate requests here over the years:
- https://community.pipedrive.com/post/one-person-for-multiple-companies-5e7e1d77611ed43c0e03d515
- https://community.pipedrive.com/post/linking-people-to-multiple-organizations-5f4d4374a6fbbb445e4749c6
- https://community.pipedrive.com/post/person-belongs-in-multiple-organisations-5e38097f8e0161792de9c873
- https://community.pipedrive.com/post/how-do-you-associate-a-contact-to-multiple-organisations-6088180de3176b22414d0ce1
- https://community.pipedrive.com/post/can-link-only-one-organisation-to-a-contact-5f8ca1d031434e789071239e
- + probably many others...
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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.
I have now realised that you can create custom fields that hyperlink to another person or another organisation and thus you can easily move forward and backwards to adjoined organisations. The only hindrance is that you have to create the link from both ends pointing to each other and if you want multiple linked organisations you will have to have multiple pre-designed custom fields; in my case I have added two linked people fields and two linked organisations fields, should be enough for our requirement but would be cumbersome if you wanted many linked organisations, a minor headache but doable and has helped solve my problem.
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Bakus Admin said:
Hello,
Bumping this up as it hasn't got any update for 4 months.
This feature is of utmost importance for us too. Our leads and clients appear to own several businesses, which all are important to us and have their own deals.
The impossibility of linking several organizations to one person basically renders the duplicate feature void for us (as we must keep loads of person's duplicates to operate). And that's a shame.
We've read the workarounds of Brad Krause (and we thank him for that), which are what they are: workarounds, whereas one person having the charge and ownership of several different organizations should be the easier way.
I'll be waiting to hear about any progress in that area.
Thanks
agreed
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I need this functionality too!
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This feature is an absolute no-brainer and easy to implement since it's just an add-on to your user hierarchy. The ability to associate one contact to different organizations is very important for us as well.
This request is 2 years old, what shocks me because because it seems like a quick win for the development team.
Please update on this. Is this something we can see in the upcoming feature? It is a dealbreaker for us.
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We're in the need of this feature as well... :-)
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We are also in need of this function have single person for multiple organisations and deals associated with each organisation - need to keep the email comms for each deal and org separate and associated with correct one .. update on progress with this would be helpful @Admin Pipedrive
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Hi - is there any update on whether this is being looked at by the Pipedrive team? Cheers.
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Georgina Maud said:
Hi - is there any update on whether this is being looked at by the Pipedrive team? Cheers.
✔ Upvote
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🚩 Upvote
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It looks like this thread died because PD doesn't care.
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Bret Kobel said:
It looks like this thread died because PD doesn't care.
Hi @Bret Kobel
And others, thanks for sharing the feedback. I checked internally what the current status of this suggestion is.
At the moment we are looking at how to improve contact/account management as a whole in Pipedrive, this is one of the subjects that's on the table in that area. We don't know at the moment how work will be prioritised yet in the area but I'll do my best to highlight this one to the team.
I'm sorry I can't be more specific, one of the hardest things is definitely to constantly prioritise all the requests that come in daily.
Enjoy the weekend!
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Hi everyone,
This is a feature that should exist. We really need it also!
Best Regards,
Mario
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We have the same issue. The "secondary organization" field is better than nothing but we need to be able to see all contacts within an organization and the "secondary" contacts don't show up in the listing.
Would REALLY like to be able to assign a contact to more than one organization.
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please Pipedrive developers - include this into the code - its just a little but very helpful change which you need to do - thanks in advance!
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Mike van der Valk said:
Hi @Dan Diamond, MD thanks for sharing! Hopefully we'll get lots of votes.
In the mean time you can best create an "organization type" of custom field under the contact persons: https://support.pipedrive.com/hc/en-us/articles/207228075-Custom-Fields
You can call this for example "second org" then you can save a second org on the contact person details.
Has this been updated? I have many "people" who own more than one "organization". Every time I add them to one org, they are dropped the other.
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This is a must have for a CRM.
Many people (clients) have more than one company.
You have to fix it guys!
Thank you and greetings from Greece
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We also have many contacts that are associated with, or work for multiple companies.
This should be built in!
It would also help to have related people just like related organizations.
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