Multiple owners for organisations & contacts

KirstyShields
KirstyShields Member Posts: 1 VERIFIED MEMBER
edited November 2023 in Ideas and Product Feedback #1

I think it would be a great feature to allow multiple organisations and contacts to have owners. We have people in our company who need to be owners of multiple of the same organisations so would be very useful.

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  • Liz (Ops Designed)
    Liz (Ops Designed) Member Posts: 211 VERIFIED MEMBER
    Third Anniversary 100 Comments 5 Answers 25 Likes
    #2

    @KirstyShields totally hear you on this! For my clients I often create a "hack" for this. Here's what you do:

    1. Create a custom "multiple selection" Organization field and Person Field called something like "Owners"
    2. Input all of your User's Names into the dropdown option list

    Then, for reporting and filters, instead of using the default "Owner" field, use your custom field. It doesn't eliminate the default field that requires a single owner, but it does enable you to attribute ownership to multiple users and, for example, create a filter to find all Orgs where "Owners" contains "Kirsty Shields"

    Let me know if this hack works for you!

    If you would like additional support, feel free to reach out.

    - Liz

    Schedule a Working Session | Pipedrive for Beginners | Pipedrive Integrations

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