Multiple organizations tied to the same person
Comments
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I deal with managers, regional managers, and owners, some owners own more than one location and regional managers obviously oversee more than one location. It would be nice if I could link the contact I have for the regional manager to all of the stores he/she oversees. Right now you can have more than one person linked to an account but you can't have one person linked to more than one account and that would be really handy.
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The feature is needed and relates to basic CRM functionality.
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Has anyone established a work around they can share?
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Jane Widman said:
Has anyone established a work around they can share?
maybe the Pipedrive team could answer on this...
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Jane Widman said:
Has anyone established a work around they can share?
Hi @Jane Widman and @Steffen Hepp,
And others, thanks for sharing the feedback. For this year we have some new plans to improve Person and Organisation. Meanwhile, this topic is on the table and it has priority for us. We are trying our best to make it happen a.s.a.p but unfortunately, at this time I can’t give any specific deadline.
I’m really sorry but we will keep you posted on the progress and release.
Have a great one!1 -
I have created a work-around. I have created custom fields in Contact. I have a Primary Org & Title, which aligns with the Organization the Contact is connected to. Then I have additional custom fields for Org2, Org3, Org4. This at least gives me visibility as to the other organizations that person works with. I create "Contacts" without emails in all of those other Orgs, completing the Primary, Org2-4 fields for visibility.
When a deal is created for Orgs 2-4, I change the Org owner "Org2". Now that deal will show up in Org2 deals.
It's not perfect, obviously and it's a painful w/around, but I at least have visibility.
I just recently had this happening where I had 3 deals at 3 Orgs with the same person. It works, but not ideal.
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Bret Kobel said:
I have created a work-around. I have created custom fields in Contact. I have a Primary Org & Title, which aligns with the Organization the Contact is connected to. Then I have additional custom fields for Org2, Org3, Org4. This at least gives me visibility as to the other organizations that person works with. I create "Contacts" without emails in all of those other Orgs, completing the Primary, Org2-4 fields for visibility.
When a deal is created for Orgs 2-4, I change the Org owner "Org2". Now that deal will show up in Org2 deals.
It's not perfect, obviously and it's a painful w/around, but I at least have visibility.
I just recently had this happening where I had 3 deals at 3 Orgs with the same person. It works, but not ideal.
Thanks for the suggestion. As you say, a little clunky but it works. I still think that Pipedrive should have this functionality (which is one reason why we are moving from this platform).
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Jane Widman said:
Has anyone established a work around they can share?
I'm not a programmer, but it seems that you could just associate secondary orgs with people in the same way you associate multiple people with deals, no?
Or in the same way orgs can relate to each other... That would probably be more intuitive.
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UP! We would really need that feature aswell. @Camille Gindre
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Julia Kraus said:
UP! We would really need that feature aswell. @Camille Gindre
Hi Julia, please see the reply by our Product Manager @MONA here
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We have many clients who are 'related' to more than one organisation however PD doesn't allow for this. I have read older posts relating to this subject, are there any further developments to get this option available?
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Hi, Michelle!
This has been a problem since the start of Pipedrive. There are 0 development roadmaps for this as far as I am aware of right now.
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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.
I agree with other people's comments and frustrations here - I need to be able to connect one person to multiple and totally independent organisations and would have thought this is a basic 101 for any CRM - this is annoying to now find I am unable to do this!!
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A lot of business owners have several different businesses. I myself CEO of holding with 15 different companies in the structure. So ability to assign several companies to a single person is really crucial from my pov.
As a workaround I am now creating a company "Group of the companies of person X" and add all his companies as a daughters of this one. It is annoying, but works.
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Passing by, having the same issue...
One client has 2 companies and communicate with one email only...
Will investigate how I can organize all this...1 -
I have the same problem... (clients with one email but multiple companies, but also agencies that have multiple clients, but my contact is always the project managers).
I am curious to know if the future "accounts" module will fix this problem (I hope)...
But I am also wondering "why" we cannot simply attach a people to multiple organisations and when we create a deal we are forced to chose one or more related org to forward all the activities...
Maybe I am missing something but, it's definitely a pain to manage.1 -
Any updates, @Inês Batata? I'd like this functionality, too.
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Same here. We need this desperately!
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We need this desperately
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Is there already some news on this? I work a lot with freelancers that do both their own work and work part-time in an organization. The right administration needs to land at the right organization. It will become messy soon if messages are connected to the wrong organization.
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I'd love to know if there has been any success in allowing a single people to be assigned to multiple organizations. I also have the need for this important feature.
Will someone from Pipedrive please give us all a much needed update?
Thank you!
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This is becoming an issue for our organization as well. We're finding duplicate records in our system which is causing a lot of data clutter. This type of functionality should be offered since many using the system deal with agencies or holding companies that have employees managing/representing multiple clients, or sub-companies. Based on my experience in sales, with the success of Salesforce, one would expect Pipedrive to up it's game, but still remain true to it's mission as a "simple CRM." Not to mention many smaller companies don't have the budget for pricier CRM's and Pipedrive can really come to the rescue here.
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Please experiment with Dedupely to deal with the issues of duplicates.
Hopefully it will help a bit with this issue.
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October 2022... still really want this feature. Not least to be able to enrich our network data. I want to be able to see who works at a company but who in our network used to work there doing a simple search.
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I can't believe this option isn't possible!
It's a given that many people are in multiple organisations. How is that option not existant in Pipedrive?
Hubspot has it. It's a shame because overall I like pipedrive more. But if that isn't changed until I have to renew my license, I might seriously consider changing to another plattform. It's seriously causing me issues as many people that I deal with are active in multiple charities, organisations, business ventures, etc.
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I began using Pipedrive beginning of August -- the company I joined was already 'lightly' using it. I am a huge fan of effective CRMs and this is a good one. I ran into an issue where I have multiple executive leaders being part of multiple companies that are targets for our services and the individual plays a role in the decision-making process at each company. When I looked up this issue, I see it has been articulated as a requirement for many users for well over two and a half years. Can anyone tell me the status of this?
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Please Pipedrive (@Mike van der Valk , @MONA_36 ), Any news on the development?
We would very much welcome this functionality - we think it is essential in the type of software that calls itself Customer Relationship Management (CRM). It is not only about our relationship with the customer, but it is also about the relationships of customers (contacts) with each other. This is an important feature!
I would hate to invent my own system using custom fields. Pipedrive should support this "by design". So that once you add this feature, I had to redo everything.
Even local czech CRM Raynet supports this. You can link People to multiple other Organizations - they call it "Links to other Organizations" and in addition to your the link to another organization, you can add a short description (!) to that link - such as "former employee", "external consultant", etc. It's super useful.
When will you finally add it too?
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Please Pipedrive, any news on the development?
We would very much welcome this functionality - we think it is essential in the type of software that calls itself Customer Relationship Management (CRM). It is not only about our relationship with the customer, but it is also about the relationships of customers (contacts) with each other. This is an important feature!
I would hate to invent my own system using custom fields. Pipedrive should support this "by design". So that once you add this feature, I had to redo everything.
Even local czech CRM Raynet supports this. You can link People to multiple other Organizations - they call it "Links to other Organizations" and in addition to your the link to another organization, you can add a short description (!) to that link - such as "former employee", "external consultant", etc. It's super useful.
When will you finally add it too?
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Please Pipedrive any news on the development?
We would very much welcome this functionality - we think it is essential in the type of software that calls itself Customer Relationship Management (CRM). It is not only about our relationship with the customer, but it is also about the relationships of customers (contacts) with each other. This is an important feature!
I would hate to invent my own system using custom fields. Pipedrive should support this "by design". So that once you add this feature, I had to redo everything.
Even local czech CRM Raynet supports this. You can link People to multiple other Organizations - they call it "Links to other Organizations" and in addition to your the link to another organization, you can add a short description (!) to that link - such as "former employee", "external consultant", etc. It's super useful.
When will you finally add it too?
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