Enable Related Organisations Field throughout Pipedrive
I already posted this as a comment to another suggestion but just to be sure it gets noticed :-)
It would be really great if the field Related Organisations is made available in other parts of Pipedrive. Currently you only have access to this information on the Organisation Detail Page and not having it on the Organsiation List Page (and its filters) or within Workflow Automation is a missed opportunity. Parent and Daughter companies are pretty common but not being able to administrate this properly in Pipedrive means a serious limitation to your audience and even then, even small business owners are more and more likely to deal with parent/daughter organisations and other holding constructions.
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Hi @Erik Wieland , thank you for your feedback!
I'd like to understand your use case a little better. Can you give us some examples of situations where this would have been useful for you?
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Thanks for your response @Inês Batata !
We deal with quite a few organisations (our customers) that are set up hierarchally. In situations like this we deal with the parent company and we also deal with the individual daughters. There are times when we need either the overview or we do assignment based on this hierachy.
For example: on the Organisation List Page I would like to be able to filter on all organisations that are the parent company. Next I would also like to filter on all the daughter companies of a particular parent company. At the moment I cannot see who's who and will need to go through the details of every company to find out if it is a parent company and what its children are.
Another example: I might need to start a campagne targeting all contacts within an entire organisation structure. Ideally I would apply the right filters (parent, daughters, contacts, etc.) and connect the result to MailChimp. Currently there's no way to do this.
Another example: I would like to create an Automated Workflow where I can assign any new contact or any new organisation to the owner of the parent company. Currently there's no way to do this.
These are just a few examples but with the Related Organisations field made available through Pipedrive, the possibilities are "endless"
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Erik Wieland said:
Thanks for your response @Inês Batata !
We deal with quite a few organisations (our customers) that are set up hierarchally. In situations like this we deal with the parent company and we also deal with the individual daughters. There are times when we need either the overview or we do assignment based on this hierachy.
For example: on the Organisation List Page I would like to be able to filter on all organisations that are the parent company. Next I would also like to filter on all the daughter companies of a particular parent company. At the moment I cannot see who's who and will need to go through the details of every company to find out if it is a parent company and what its children are.
Another example: I might need to start a campagne targeting all contacts within an entire organisation structure. Ideally I would apply the right filters (parent, daughters, contacts, etc.) and connect the result to MailChimp. Currently there's no way to do this.
Another example: I would like to create an Automated Workflow where I can assign any new contact or any new organisation to the owner of the parent company. Currently there's no way to do this.
These are just a few examples but with the Related Organisations field made available through Pipedrive, the possibilities are "endless"
Thank you for explaining your use case so clearly, @Erik Wieland !
Related Organizations will let you see the relationships of an Org in it's detail view, but it's true that you can't build filters or automations based on that at the moment, unfortunately.
I've taken your suggestions and sent them to our team for consideration. We appreciate your feedback!
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An update on this one? having the parent company for a group of organisations is very helpful but unfortunately it's hard to find this information once setup without going into every organisation.
Adding a parent/daughter/related filter to pipedrive would be so helpful
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Yes completely agree with several of @Erik Wieland's use cases there! Would be really helpful to be able to create filters based on related orgs, automation conditions based on related orgs, sync to MailChimp based on related, and another one: rollup fields to parent orgs (e.g. parent org could show sum of all deals associated with each daughter org, or sum of a custom number field across all daughter orgs).
Please fill out related org capability further throughout Pipedrive!
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Adding support to the above. It would be so great to be able to filter based on the 'Related Organisation' section. Without this we have to create an additional custom lookup field to make this relationship filterable and useful beyond just being able to see the relationship when in an Organisation record.
For example, I am a new account manager for Acme Group. (Parent). I want to be able to filter my Organisation list to show me all of Acme Groups child Organisations to understand the scale of the group. I then want to filter my People contacts to show me the contacts I have for each of the child Organisations related to Acme Group so I can contact them to introduce myself as the new account manager.
It would also be great to be able to import these relationships into Pipedrive during a data import.
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