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

Erik Christensen
Posts: 62




Would you find it helpful to have multiple organizations tied to a contact?
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Comments
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Definitely!
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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!0 -
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.0 -
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.0 -
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.
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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).0
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@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.0
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I find this relevant for two use cases in particular:
- External service providers that have contracts with multiple accounts.
- Some contacts (e.g. investors) are involved with multiple accounts as they are part of a portfolio.
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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.0
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@Dmitry Gudkov Right now a possible workaround would be to create a custom field in the Person for "Previous Company" and "Previous Role".0
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Coming across this need again! It's a common occurrence to have one person responsible for work at multiple facilities.0
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This would be a huge help! We're in the affiliate marketing industry and we'll have one contact who represents multiple brands/organisations0
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Property Managers are an example in our case. They have multiple locations that we treat as separate organizations.
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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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