Feature request: Selection of multiple persons/orgs in one field
In the current setup, there is room for one person and one organization as the "default" connection on a project. In a similar vein, there is only the option (in any field) to link ONE person or organization per field.
I'd like to see a feature that allows us to select multiple people or organizations under one field. This is especially applicable for projects where we tend to have several "project managers" who are associated with the project.
Similarly, some of our clients are affiliated with multiple organizations. They might work at one place, volunteer at another, and attend a faith-based community - all of these organizations are relevant to keep tabs on as potential clients. But, it becomes messy quickly if I have "additional org 1, additional org 2" as custom fields added to each lead, when it's only needed for a some.
The current solution is to add multiple fields, where one person/org can be added, but this is a clunky workaround. Pipedrive has many improvements from our last CRM, which is why we are switching - but this is perhaps the greatest loss in moving from our old CRM to Pipedrive.