Linking People with multiple organisations

Michelle Martin
Michelle Martin Posts: 5
edited July 15 in Business Talk #1

Hi,

 

I can see that organisations can be linked - but hierarchical only?  I have a person that is currently connected to multiple organisations of different categories that aren't directly connected?  I want to be able to the the individual 'connected with these  organisations but it appears clunky?  Please advise.

 

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Comments

  • Fabrizio Nicolosi_33821
    edited April 19 #2

    Hi @Michelle Martin the only way is to set companies linked together, for example as parent compan.

    To do that go into the organization detail and select ”related organizations” in the left column. You will be able to select the type of company relation.

  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited February 25 #3

    Keep in mind that even though a person can only be connected to one organization they can be connected to deals across different organizations. For what that's worth to your situation. 

  • Michelle Martin
    Michelle Martin Posts: 5
    edited July 2021 #4

    Hi @Michelle Martin the only way is to set companies linked together, for example as parent compan.

    To do that go into the organization detail and select ”related organizations” in the left column. You will be able to select the type of company relation.

    Thank you.  However, those companies are independent to one another.  It's about the relationship of the individual between these organisations, if you follow me?

    I'm in marketing, to link a company as a parent or sister would be confusing and impractical.  I'm sure I've achieved this on other CRM's in the past.  Thanks.

  • Michelle Martin
    Michelle Martin Posts: 5
    edited March 2021 #5

    Keep in mind that even though a person can only be connected to one organization they can be connected to deals across different organizations. For what that's worth to your situation. 

    Thank you Brad.  This is more or an Influencer for events that connects with certain organisations as he is Chair on a board for various that are of no direct relation to one another.  It looks like I will have to create a note and paste in each one - not ideal really.

  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited March 2021 #6

    Keep in mind that even though a person can only be connected to one organization they can be connected to deals across different organizations. For what that's worth to your situation. 

    another option.

    image
  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited March 2021 #7

    Keep in mind that even though a person can only be connected to one organization they can be connected to deals across different organizations. For what that's worth to your situation. 

    Yet another option is to add a "person" field to organization details. This would allow for any person in your database that is associated with organization A to be associated with organization B.  

  • Laura Maier
    Laura Maier Posts: 28
    First Anniversary
    edited August 2021 #8

    Hi @Michelle Martin the only way is to set companies linked together, for example as parent compan.

    To do that go into the organization detail and select ”related organizations” in the left column. You will be able to select the type of company relation.

    exactly my point. the organisations are not related but the person holds a function across several organisations - example in NHS CCGs and NHS Trusts.

     

    I have jus commented on similar threads here

    (21) How do you associate a contact to multiple organisations (pipedrive.com)

     

    and here

    (21) Connecting Contacts to Organisations (pipedrive.com)

     

    @Brad Krause @Mike van der Valk 

  • Cheryl McCormack
    Cheryl McCormack Posts: 1
    edited April 19 #9

    Hi @Michelle Martin the only way is to set companies linked together, for example as parent compan.

    To do that go into the organization detail and select ”related organizations” in the left column. You will be able to select the type of company relation.

    I agree with other people's comments and frustrations here - I need to be able to connect one person to multiple and totally independent organisations and would have thought this is a basic 101 for any CRM - this is annoying to now find I am unable to do this!!