Custom field needed to capture new organization name for a landing page
I have a developer that tells me I need to create a new custom field just to capture a new organization name when using a form on a landing page. It doesn’t make sense to me...Why can’t this information be saved in the existing field?
and if it can’t I will get 2 fields for organizations....
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Hey Alex,
Your right -- That does not make sense.
You can use the standard 'name' field on the organization to either match against one or create a new one if one does not exist.
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If you remember, follow up and let us know how this turned out. What crossed my mind was a situation we deal with in certain cases with deals. We added a 'site name' to deal details because sometimes we have situations where the organization is the property management company but the deal has a site name specific to an apartment complex or maybe a condominium association that is professionally managed. So we need the name of the site on the deal but it wouldn't work to have that site name as the organization. I wonder if you could be dealing with something similar.
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thanks @Boris Tsibelman for confirming my intuition
Befire I go back to the developer could @Inês Batata or @Mike van der Valk point me to where in the developer API documentation it says you can create a organisation along a contact ?
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Alex Giess said:
thanks @Boris Tsibelman for confirming my intuition
Befire I go back to the developer could @Inês Batata or @Mike van der Valk point me to where in the developer API documentation it says you can create a organisation along a contact ?
Hi @Alex Giess your developer can use our API docs: https://developers.pipedrive.com/docs/api/v1/
There they can first create an organization with all it's details. Then when adding a new person they can link the newly created org to it.
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