Hello everyone, is there a way to link a contact to two different organizations without necessarily
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Hi @Valentine !
You can connect two organizations to one another (see Related Organizations) but each Person can only be linked to an Organization at a time in Pipedrive.
A workaround for this is to create an organization-type custom field in People and list the secondary Org there, but keep in mind the Person will still not show up as linked to it.
Can you tell us a little more why you need to link a Person to more than one Organization?
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Inês Batata said:
Hi @Valentine !
You can connect two organizations to one another (see Related Organizations) but each Person can only be linked to an Organization at a time in Pipedrive.
A workaround for this is to create an organization-type custom field in People and list the secondary Org there, but keep in mind the Person will still not show up as linked to it.
Can you tell us a little more why you need to link a Person to more than one Organization?
Many persons do several businesses/ are working for several organisations.
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Inês Batata said:
Hi @Valentine !
You can connect two organizations to one another (see Related Organizations) but each Person can only be linked to an Organization at a time in Pipedrive.
A workaround for this is to create an organization-type custom field in People and list the secondary Org there, but keep in mind the Person will still not show up as linked to it.
Can you tell us a little more why you need to link a Person to more than one Organization?
this would be great if the organization didnt have to be the same as the organization the contact works for. For example: Kim Jones works for Disney Channel. You want her linked to this and that as her primary organization to link her name...but you want her "secondary" organization, and her to be linked to Cinderella because that is what she is managing. If that makes sense. VS right now we are having a Kim Jones with Disney, Kim Jones with Cinderella.. etc.
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Inês Batata said:
Hi @Valentine !
You can connect two organizations to one another (see Related Organizations) but each Person can only be linked to an Organization at a time in Pipedrive.
A workaround for this is to create an organization-type custom field in People and list the secondary Org there, but keep in mind the Person will still not show up as linked to it.
Can you tell us a little more why you need to link a Person to more than one Organization?
Thank you for you detailed example @Haley Peloquin , it's very helpful for us!
Unfortunately, right now there are no concrete short term plans to make these improvements. With many customers and requests and with limited development resources we need to prioritise and make choices what to deliver first.
We will make sure however our team will consider your suggestion but we can never make any promises.
Speaking of which, here’s how to stay on top of what’s coming down the line:
- Follow What's Planned to know what we're working on currently and what’s to come.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features. 🚀
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+1
We have several contacts active in multiple organizations. Please do add this functionality!
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