Is it possible to link or associate two contacts?
We are dealing with a database of individual health patients, and looking to be able to create records for therapists and then associate them. One patient would be associated with one therapist, but one therapist could be associated with multiple individual patients.
We are not using the Organization level because there are rarely two records that are associated by being in the same organization.
Essentially this is more a consumer to consumer relationship as opposed to business to consumer.
Is there a way to relate / associate / link records in Pipedrive so that it is a two way relationship? Ie: I click on a therapist and can see the clients associated with them .. and click on a client and see what therapist is associated to that client?
Comments
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You might want to use the therapists as organizations, and the patients as contacts.
In this case - you can have that relationship you're looking for.
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Boris Tsibelman said:
You might want to use the therapists as organizations, and the patients as contacts.
In this case - you can have that relationship you're looking for.
Yep, this would be a good solution.
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Boris Tsibelman said:
You might want to use the therapists as organizations, and the patients as contacts.
In this case - you can have that relationship you're looking for.
Feel free to reach out if you need any help setting this up
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