The ability to assign multiple organisations to a single person

It would be awesome to be able to assign multiple organisations to a single contact to be able to keep track of the contact between the person across various organisations.

We are a fertiliser company, and many of our farmers have multiple farms that we deal with, but we cannot assign the farms under organisations to the same person. This would be the same for a director of multiple business e.g. John Smith has FarmA and FarmB but can only be assigned to one.

 

I understand that the organisations can be related, but this still won't allow the same person on both.

 

Note that we are using Pipedrive for keeping track of customer relations so this is unfortunately not a case of adding a person to multiple deals 

 

Cheers :) 

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  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited September 2021 #2

    @Georgina Maud So you couldn't add the following fields to deal details?

    Site name: (Specific farm name)

    Site address (specific farm address) 

    This is how we addressed the constraint. We have clients that are property managers and manage multiple sites that we can or do sell to. 

  • Georgina Maud
    Georgina Maud Posts: 5
    edited February 25 #3

    Hi @Brad Krause,

    The issue isn't in deals, as we are just wanted to attach organisations to one person.

    We use another software for our 'deals' as we do our trucking and placement proof (fertiliser) separately. 

  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited February 11 #4

    Hi @Brad Krause,

    The issue isn't in deals, as we are just wanted to attach organisations to one person.

    We use another software for our 'deals' as we do our trucking and placement proof (fertiliser) separately. 

    If you can't use a deal as a 'site' what about adding a unique character at the end of the persons name in each organization record.?

    John Smith 1

    John Smith  2

    John Smith 3

     

    Allowing multiple people at the same organisation I think would render the duplicate identification feature useless. I suppose they may be able to create an off switch for that. 

  • Georgina Maud
    Georgina Maud Posts: 5
    edited January 2021 #5

    Hi @Brad Krause,

    The issue isn't in deals, as we are just wanted to attach organisations to one person.

    We use another software for our 'deals' as we do our trucking and placement proof (fertiliser) separately. 

    That would work, but would render the duplicate feature useless as you mentioned, as well as have any notes/activities under each person be split around the place. I found this thread here from around a year ago that explains the same issue: https://community.pipedrive.com/post/one-person-for-multiple-companies-5e7e1d77611ed43c0e03d515

    Thank you for your input!

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 2021 #6

    Hi @Georgina Maud thanks for sharing, I've passed it on to our team as well. And thanks Brad for helping Georgina! :) 

  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited February 11 #7

    I may have a solution @Georgina Maud . One that we are implementing ourselves. @Mike van der Valk 

    We deal with companies that have multiple sites we work and seek business at. In some cases they are owned by the parent company and in some cases they are a 3rd party management company.

    Organization:

    Parent company name (Site /Farm name)

    or

    Management company name (site/farm name)

     

    For the main organization record that will hold your multi site contact person:

    Parent company name   (Corporate)

    put multiple spaces between the parent company name and corporate in parentheses on this record and it will be forced to the top of that group of records.

    Link the main multisite person from the corporate record to each site organization by adding a custom autofill 'person' field to the organization detail section.

    This structure now allows you to keep people records of the people specific to the sit/farm as well in that site/farm organization record. 

     

     

    image

     

    Contact from corporate record hyperlinked to site/farm record:

     

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    Field type to add to organization detail:

     

     

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