Duplicate Contacts ~ Across System

Dale Fahrney
Dale Fahrney Member Posts: 3 VERIFIED MEMBER
5 Up Votes First Comment First Anniversary Photogenic
edited June 2023 in Ideas and Product Feedback #1

Our business is a little unique ~ We have companies that the same person will actually work for (3) or (4) companies and he has the same email and contact information. What's a good solution for that situation?

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  • Michael Berger
    Michael Berger Member Posts: 8 VERIFIED MEMBER
    Second Anniversary Photogenic First Comment
    #2

    Company and person copy would be a super nice feature.

  • londonawnings
    londonawnings Member Posts: 2 NEW MEMBER
    First Comment
    #3

    Is there an easy way to duplicate a contact so that all information for that contact is copied to the new contact?

  • MacFrey
    MacFrey Member Posts: 4 NEW MEMBER
    First Comment
    #4

    We have this same issue! I've started working with MinorCo and Paul suggested having custom fields Second Org, Third Org, Etc. that are organization fields and then you can link the additional companies to one person card with out having duplicate people cards, then i just add the other companies as related organizations on the main organizations card.

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,610 VERIFIED MEMBER
    Fifth Anniversary 1000 Comments 250 Likes 25 Answers
    #5

    adding a +companyname to the email could be a simple workaround.

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