Assign multiple companies to a single contact
in progress
M
Manuel Montiel
In case your sub-account has contacts owned by several companies and each one of them requires a different service. For example: In the audit business several Quality managers handles 3 or 4 production facilities and each one need a different service.
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C
Cristian Droescher
This would also be huge if it wasn't a typeable form under the contact for the company. For example, once the company is created, they have to go and search for the company instead of you getting one letter off when the contact is added, and it now populates a new company. I guess the fix for this could be merging the companies as well, having the option to merge, but right now, it's very easy to duplicate companies. Additionally, we need to be able to set a primary company, secondary company, and so on and so forth. One more side note: it would also be super helpful to be able to sign different primary points of contact for each company.
T
Travis Rogers
I'm in merchant service sales, I need 1 contact to be tied to multiple businesses.
When do they anticipate this feature to be ready
A
Aayush Singhal
updated the status to
in progress
C
Cristian Droescher
Aayush Singhal do we have any estimated timeline for when this might be done?
T
Travis Rogers
I need to be able to add multiple companies to a single Contact, they may or may not have the same email address - this is a must, i'm ready to cxl my service because this feature is needed - we are trying thru opportunities and it is causing to many clicks and to many headaches.
A
Aayush Singhal
Merged in a post:
Ability to add multiple business names to a single contact.
A
Addisyn Hendrickson
We need to be able to add multiple business names under a single contact and be able to create opportunities based on those business names. Similar to how you can add multiple phone numbers to a contact.
Currently, we are having to add the business name in the opportunity name for clients that own multiple businesses. If you update the business name in the opportunity, it changes it all together in the contact so the ability to add multiple business names to a single contact would work best.
A
Aayush Singhal
Merged in a post:
Company Many to Many relationship to contact
C
Carl Taylor from Automation Agency
Right now the new Company Object is a 1:Many relationship with contacts.
But we need to be able to have a contact belong to multiple companies.
eg.
Contact A
Is a contact on Company Y and also on Company Z
We need to know this association and be able to add/remove these associations.
So we are still dealing with the person who is Contact A, but we also track and are aware of the different relationships with the company.
So if we need to send an email to all contacts at Company Z, this person gets that email.
Or if a campaign is going out based on some data in the Company level records, that would mean it goes to only Company Y, Contact A still gets that email campaign as it's known they are associated with the company.
Hopefully this is a quick and easy fix.
D
Daniel Aldea
This would be extremely beneficial.
R
Roxy Rhodes
This has been upcoming for a couple of years! We really need this please. I have loads of clients where one person owns multiple companies! Thanks.
A
Alexandre Santos
this is obvious personal and basic! There are people (contacts) who have one more company! Oh my God!! I've already lost clients because we don't have a function, which is basic!
A
Alexandre Santos
Please 🙏 it's simple!
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