Contacts multiple organizations
I am probably doing this wrong, but I am trying to create multiple organizations for a single contact. Is this possible? If it is, how would I go about do it?
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Unfortunately there's no way to add more than one "connected" organization. You can create custom organization fields (see below) but, this creates a few problems in itself. You would want to use the default connected as the "master" if you will. Out of curiosity, what is the use case?
https://www.loom.com/share/f6f26faa0a3148b78469bf3cd060c2560 -
Jeremy Gulley said:
Unfortunately there's no way to add more than one "connected" organization. You can create custom organization fields (see below) but, this creates a few problems in itself. You would want to use the default connected as the "master" if you will. Out of curiosity, what is the use case?
https://www.loom.com/share/f6f26faa0a3148b78469bf3cd060c256Thanks for replying. I figured it wasn't possible.
In our company we use Pipedrive to tie each company/organization to an owner/employee of the organization. It is possible for people to own more than one business unrelated to the "connected" organization. Currently, if there is a business which shares the same legal entity (Federal Tax ID), than we have ways to differentiate, but when the organization is completely different from the original it make for some interesting activities. I like the suggestion you replied with. I will try it out.
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@Jed Chrisman I have a very detailed breakdown of how we solved this here as a response. Doesn't seem like I can link exactly to my response. https://community.pipedrive.com/post/the-ability-to-assign-multiple-organisations-to-a-single-person-601088a3d35e6e03ef9cc76d
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Passing by, having the same issue...
One client has 2 companies and communicate with one email only...
Will investigate how I can organize all this...0
