Adding contacts for organizations needs some work!


How come the contact name doesn't auto-populate when I enter someone that's already in PD? It also doesn't let me select the contact name from the pop-up window to be added to the organization. If you click on the arrow, it takes you to that contact page. Also it doesn't let you have the same contact across multiple organizations i.e: one sales rep may manage different brands


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  • Mike van der Valk
    Mike van der Valk Posts: 4,059
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited September 2020 #2

    Hi @Pam Gallinger 

    Thanks for sharing. I understand your points and I'll make sure our team sees your feedback.
    For now the best is actually to go to the person itself and there add/edit the organization linked to the person. 

    I hope we can improve this in the future.