Multiple organizations tied to the same person
Comments
-
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.
1 -
Same here. We need this desperately!
0 -
We need this desperately
0 -
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.
0 -
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!
0 -
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.
1 -
Please experiment with Dedupely to deal with the issues of duplicates.
Hopefully it will help a bit with this issue.
0 -
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.
0 -
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.
0 -
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?
2 -
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?
1 -
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?
0 -
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?
0 -
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?
0 -
Please Pipedrive (@Mike van der Valk), 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?
0 -
I would like to know how I can link a person to two organizations
0 -
Hi @Manuel Fernandez de Canete , this is not yet possible, 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.
Our team is already looking into this and investigating how it can be further improved. I will be sure to register your feedback 📝
0 -
Pipedrive, plans for 2023:
"They are not any plans right now for us to support that use case."
I just watched the Pipedrive Product Talk 2023 on YouTube.
How happy I was when this question came up on air:
Q: "Will it be possible to link the same person to multiple Organizations in the future?"
See: https://www.youtube.com/watch?v=MEUA7s5ME8o&t=1965s
But the response from Pipedrive disappointed me, annoyed me 🤬:
Answer from Pipedrive representative Shaun Shirazian:
A: "They are not any plans right now for us to support that use case." 😫
Hey, all of us, let's do something about it!
1 -
Pipedrive, plans for 2023:
"They are not any plans right now for us to support that use case."
I just watched the Pipedrive Product Talk 2023 on YouTube.
How happy I was when this question came up on air:
Q: "Will it be possible to link the same person to multiple Organizations in the future?"
See: https://www.youtube.com/watch?v=MEUA7s5ME8o&t=1965s
But the response from Pipedrive disappointed me, annoyed me 🤬
Answer from Pipedrive representative Shaun Shirazian:
A: "They are not any plans right now for us to support that use case."
Hey, all of us, let's do something about it! 💪
0 -
Pipedrive, plans for 2023:
"They are not any plans right now for us to support that use case."
I just watched the Pipedrive Product Talk 2023 on YouTube.
How happy I was when this question came up on air:
Q: "Will it be possible to link the same person to multiple Organizations in the future?"
See: https://www.youtube.com/watch?v=MEUA7s5ME8o&t=1965s
But the response from Pipedrive disappointed me, annoyed me 🤬
Answer from Pipedrive representative Shaun Shirazian:
A: "They are not any plans right now for us to support that use case."
Hey, all of us, let's do something about it!
💪
0 -
It's evident that PipeDrive isn't concerned with customer feedback; they must be doing quite well not to care. It's time to look for an alternative solution. Migrating will be painful, but I know when to move on. It's the little things that have the most significant impact. For everyone else, once I find a suitable alternative, I'll give you a recommendation.
1 -
Seriously, this seems like a simple request and not actioned for years, Admin please give us an update.
1 -
We need this feature ASAP.
We deal with cleaning for a group of Ford car dealerships, and they all have the same manager. Linking them together isn't necessary, so one of the workarounds mentioned above (adding custom fields for multiple addresses) works for this case because they're all the same company. In another case however, we're contracted for a management company to take care of cleaning for different companies and have one parent contact for the MANY various businesses/companies we clean for. I wouldn't want to have that long list of custom field addresses under the same parent contact, I'd want to be able to instead link that parent contact to the different organizations.
This discussion has been requested and unresolved for years...
1 -
From early on in the thread of this request, I got the sense to make this change would have major impact to the overall architecture of the application. Apparently, it's not a Trivial update. But that has to be weighed against the customers that feel this is make it or break it requirement. I'm disappointed that it isn't even being rationally discussed with the user-base. Lack of communication can kill a company and their product.
Professionally, I would find this feature to be useful, but it isn't enough of a requirement to 'throw the baby out with bath water', so to speak.
2 -
@TomMumf I would guess, that early days they tied the unique identifier of the database to the email address which was common practice back in the day, the issue is its not a great way when comes to things like this. Having said that, the organisation should not be dependant on that, and should not be hard to like a contact id to multiple organisations. Would be good for admin to actually have a chat about it though.
1 -
We have recently started working with Pipedrive. It's amazing how easy it is to use. However, the feature mentioned above would be of great value. We work with property owners that have multiple locations and have separate contracts and administrations for all companies.... Any break through?
0 -
I speak at a lot of events run by volunteers. That means they run their association as a side job, and have a paying job. I need to be able to track the people through the association they run but also through their primary organization. Pipedrive tech support has let me know the system doesn't allow people to be associated with more than one organization. When I connect them to one organization, then they get bumped off the other organization. We've been tracking the voluntary organizations as a custom field, but its really not working well, as there is a lot of data to track against the volunteer organization that we lose when its just treated as a add on field. How have folks addressed this problem?
0
