Link Person to More than One Organisation

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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

4
4 votes

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