How to assign more than one organization to one individual person?

Vanessa Warheit_46284
Vanessa Warheit_46284 Member Posts: 4 VERIFIED MEMBER
edited June 2022 in Sales CRM #1

Anyone know how to assign an individual to more than one organization? I manage a coalition with a lot of volunteers, many of whom straddle multiple org's. I need to import a data sheet with those individuals, and I'm stymied on how to bring in that data... Any advice welcome!
 

Ex: Jane Doe - Affiliation #1 = ABC Organization, Affiliation #2 = PDQ Organization

Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 827 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited February 2022 #2

    You can make 1 person the owner, and the rest followers.

    There is no way to make more than 1 person the owner of any record. 

  • Joost Poutsma
    Joost Poutsma Member Posts: 2 VERIFIED MEMBER
    edited July 2021 #3
    Boris Tsibelman said:

    You can make 1 person the owner, and the rest followers.

    There is no way to make more than 1 person the owner of any record. 

    But if one person is attached to multiple organisations? Once you connect the person to a different organisation, the link  dissapears to the previously attached organisation..

  • Louise Boss
    Louise Boss Member Posts: 4 VERIFIED MEMBER
    edited July 2021 #4

    Hey ! I think you can create custom field with organizations. This is not very friendly to use but at least it works. 

    For instance you can have the principal organization attached to your individual and then add others in your custom field. But when you are on the secondary organization for instance you won't see this person in it. 

    That's the best solution I found so far if you want to avoid duplicates individuals. 

     

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