Would you find it helpful to have multiple organizations tied to a contact?

Erik Christensen
Erik Christensen Posts: 62
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edited July 2022 in Ideas and Product Feedback #1
Would you find it helpful to have multiple organizations tied to a contact?
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  • Boris Tsibelman
    Boris Tsibelman Posts: 998
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    edited July 2022 #2

    Definitely! 

  • Inês Batata
    Inês Batata Admin Posts: 2,917 COMMUNITY MANAGER
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    edited July 2020 #3
    Hi @Erik Christensen !

    We'd like to know a bit more about your use case. Can you give us an example of a situation where this would have been useful for you? Thanks!
  • Erik Christensen
    Erik Christensen Posts: 62
    10 Comments Second Anniversary 5 Up Votes Photogenic
    edited July 2020 #4
    I have contacts who are part of more than one org.
    I need to be able link deals to those orgs, but if a contact can only have one org, it's kinda useless.
  • Inês Batata
    Inês Batata Admin Posts: 2,917 COMMUNITY MANAGER
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    edited July 2020 #5
    Thank you for clarifying, @Erik Christensen .

    What you can do is create a Person type of custom field in the secondary Org and link the Person there. Then you can link the deal to the Org, and the Person to the deal (manually).

    I can see how being able to link a Person to multiple Organizations would be useful and I've sent that suggestion internally to our team for their consideration.
  • Josh Monifi
    Josh Monifi Posts: 67
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    edited October 2020 #6

    Absolutely! It's very common in our industry and others for one individual to be associated with multiple facilities (organizations in Pipedrive). For example, they may be an energy manager for all west coast facilities. 

  • Elena Kazarov
    Elena Kazarov Posts: 21
    10 Comments
    edited September 2020 #7
    And, if this isn't obvious, include ability to go other way: tie a single contact TO multiple organizations (example: a regional manager that oversees multiple sites).
  • Erik Christensen
    Erik Christensen Posts: 62
    10 Comments Second Anniversary 5 Up Votes Photogenic
    edited July 2020 #8
    @Inês Batata I understand I am able to do this by using a custom field, but as Elena mentioned in her post above, it would be helpful to have a contact connected to Multiple Organizations. I have clients who have multiple companies and need to track against a particular company.
  • Andreas Mose
    Andreas Mose Posts: 5
    First Comment
    edited December 2021 #9

    I find this relevant for two use cases in particular:

    1. External service providers that have contracts with multiple accounts.
    2. Some contacts (e.g. investors) are involved with multiple accounts as they are part of a portfolio.
  • Dmitry Gudkov
    Dmitry Gudkov Posts: 3
    edited August 2020 #10
    I would love to have a slightly different feature - the ability to "promote" a contact from one organization to another without losing the history of employment. Sometimes our contacts leave one organization and get hired by another but they remain our sales contacts. Currently, it's not possible to see if the contact person previously worked in another organization and that is inconvenient.
  • Inês Batata
    Inês Batata Admin Posts: 2,917 COMMUNITY MANAGER
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    edited August 2020 #11
    @Dmitry Gudkov Right now a possible workaround would be to create a custom field in the Person for "Previous Company" and "Previous Role".
  • Josh Monifi
    Josh Monifi Posts: 67
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    edited September 2020 #12
    Coming across this need again! It's a common occurrence to have one person responsible for work at multiple facilities.
  • Pam Gallinger
    Pam Gallinger Posts: 7
    edited September 2020 #13
    This would be a huge help! We're in the affiliate marketing industry and we'll have one contact who represents multiple brands/organisations
  • Brendan Myers
    Brendan Myers Posts: 3
    edited December 2021 #14

    Property Managers are an example in our case.  They have multiple locations that we treat as separate organizations.

  • Hindrik Raap
    Hindrik Raap Posts: 4
    First Comment Photogenic First Anniversary
    #15

    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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