Creation Contact Relationships
Make the contact linkable to another contact, such as parent and child, or brother and sister. Allows us to maintain the relationship between contacts, engage various contacts together etc.
Currently I add child 1 or child 2 to the contact, then go to child 1, and in custom field parent 1 add the parent contact (field is person), so that way they are linked visually.
If there was a relationship field and allowed automations around those, that would be great. I understand there are workarounds like using organization for it, but that's a workaround and not a great one, not a solution long term.
Comments
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This would be great for tracking referrals.
Right now it is only possible to create a one way relationship. We use it to link a customer to the referring contact.
It would be great to have the relationship go both ways so you could click on a contact and see a list of everyone they have referred.
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James Bowie said:
This would be great for tracking referrals.
Right now it is only possible to create a one way relationship. We use it to link a customer to the referring contact.
It would be great to have the relationship go both ways so you could click on a contact and see a list of everyone they have referred.
yeah we do the same. I have a "referred by" field for every contact, and then run a filter for that field and sort by referred by and know who they referred.
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Please Pipedrive, any news on the development?
We would very much welcome this functionality - we think it is essential in the type of software that calls itself Customer Relationship Management (CRM). It is not only about our relationship with the customer, but it is also about the relationships of customers (contacts) with each other. This is an important feature!
I would hate to invent my own system using custom fields. Pipedrive should support this "by design". So that once you add this feature, I had to redo everything.
Even local czech CRM Raynet supports this. You can link People to other People and in addition to your the link to another People, you can add a short description (!) to that link - such as "former boss", "brother", etc. It's super useful.
When will you finally add it too?
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📢Please vote up 🔺for this feature.
Duplicate threads and ideas on same / similar topic. Taken together, I think these threads have a very decent audience: views: 2704, 139 comments, 21 reactions
- Linking people to multiple organizations (511 views, 15 comments, 5 reactions)
- Associate a contact to multiple organizations (182 views, 7 comments, 4 reactions)
- one person for multiple companies (1837 views, 105 comments, 9 reactions)
- Can link only one organization to a contact? (104 views, 9 comments, 1 reactions)
- Creation Contact Relationships (70 views, 3 comments, 2 reactions)
- & probably others ..
If you Pipedrive Community managers @Inês Batata @Manuel Oliveira @Natasha Kupusovic @Külli Kruusla @Dina Osman do such a merge, it would be greate to:
- Write a post/message about it in the linked discussion that the merge has occurred. Write about it. Write which discussion threads you merged. Make it clear. And it's not happening quietly. It's confusing.
- Edit the headline/topic of the discussion accordingly. Because in this case, for example, discussions were merged that involved "mentions" in LEADs, mentions of PERSONs (not just USERs), etc.
- Keep and sum/tally vote ups from individual threads.
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