Linking a person to an organization AND an association (or two organizations)

Dan Diamond, MD
Dan Diamond, MD Posts: 1
edited July 2022 in Ideas and Product Feedback #1

It would be helpful to be able to link a person to the organization they work for and the association the are involved with. I frequently get calls from the chairman of the conference committee but they actually work for a member organization. Please upvote if you'd like this functionality.

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  • Mike van der Valk
    Mike van der Valk Posts: 4,055
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited February 2022 #2

    Hi @Dan Diamond, MD thanks for sharing! Hopefully we'll get lots of votes.

    In the mean time you can best create an "organization type" of custom field under the contact persons: https://support.pipedrive.com/hc/en-us/articles/207228075-Custom-Fields

    You can call this for example "second org" then you can save a second org on the contact person details.

  • Jan Bons
    Jan Bons Posts: 29
    10 Comments Second Anniversary Photogenic
    edited April 2022 #3

    I solved the problem by making a related organization. The paying customer is first (ie Intermediair) the End customer is related.

    I also created fields like 

    "Second Organization" if they work for two org.

    Organization T-1 : If they change to another org. I keep history

    Organization T-2 : If they change twice :)

  • Jan Visser_342
    Jan Visser_342 Posts: 82
    10 Comments
    edited April 2022 #4

    Isn't this something you can resolve fairly easy with a custom field with a pick-list that allows you to select multiple values?  Then via person filtered lists, you can slice and dice as much as you want. 

  • Bert Calatz
    Bert Calatz Posts: 73
    10 Comments Community Driver
    edited April 2022 #5

    Creative solutions here. Nice to read.

    We had a challenge with companies that carry different brands. The customer is the company, but you deal with the brands. So how to manage that?

    What we have done is create a custom field type organization in an organization. We have also created the brands as an organization and linked them to the 'mother'. We have also labeled the brands as brands.

    You can now search for the brand, find it and immediately see who the mother is.

  • Robyn Mattison
    Robyn Mattison Posts: 1
    edited January 2022 #6
    Mike van der Valk said:

    Hi @Dan Diamond, MD thanks for sharing! Hopefully we'll get lots of votes.

    In the mean time you can best create an "organization type" of custom field under the contact persons: https://support.pipedrive.com/hc/en-us/articles/207228075-Custom-Fields

    You can call this for example "second org" then you can save a second org on the contact person details.

    Has this been updated?  I have many "people" who own more than one "organization".  Every time I add them to one org, they are dropped the other.  

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