Link Person to More than One Organisation

Purnima
Purnima Member Posts: 31 VERIFIED MEMBER
Second Anniversary 10 Comments 5 Up Votes 5 Likes
in Ideas and Product Feedback #1

I couldn't find this anywhere and thought I had posted this in past but seems not.

I would like to connect a person to another organisation directly rather than a custom field or other organisation.

Freshworks and Hubspot do this well.

I am in a networking group so a member of my group will be connected to their business and the chapter I am a member of. It means that I can see what deals are done by organisation at two different levels.

The other organisation feature doesn't work for reporting.

Thanks

Purnima

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  • Purnima
    Purnima Member Posts: 31 VERIFIED MEMBER
    Second Anniversary 10 Comments 5 Up Votes 5 Likes
    #2

    Hi

    Am trying to get more traction on this please. As per the note above. I can see that Monday.com now do this.

    I have someone that is choosing between pipedrive and monday.com and despite the additional functionality with Pipedrive at the same price point, they are going to Monday.com for now because of this feature. It gives us the ability to look at an account with multiple views easily and it would be good to know when this is going to be considered.

    Thanks

    Purnima

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,287 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    #3

    Hi @Purnima thank you for the feedback, which has been passed on to our developers. This is not planned for 2024, but all the members’ votes and feedback are important, making this request more likely to be added to a future roadmap.

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