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can one contact link to two or more companies?

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New Member
Posts: 4
Country: USA
Accepted Solution

can one contact link to two or more companies?

I am building a database which requires 

 

one contact works for more than one companies. How can I link contact and companies, so that I can show which comanies the contact belongs to and the companies phone, address etc. 

 

 


Accepted Solutions
Solution
Accepted by topic author Kingbird4
‎09-25-2015 03:20 AM
New Member
Posts: 4
Country: USA

Re: can one contact link to two or more companies?

this is really helpful. I am thinking the same. 

 

However, I'd like to review and manage all business addresses, phones in one window, Is that possible? 

 

I may do as well

 

one contact with 3 different addresses,

then link to one company with 2 addresses (company 1 with two locations)

reserve the 3rd address of contact for another business, with different name and phone. (location 3)

 

thank you for your time. 

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All Replies
New Member
Posts: 4
Country: USA

Re: can one contact link to two or more companies?

Bronze Super Contributor
Posts: 1,679
Country: Australia

Re: can one contact link to two or more companies?

[ Edited ]

Well.... kinda.

 

If you use this addon: http://exponenciel.com/actaddons/actaddon.aspx?ID=130

you could associate (not link) a contact to another company and have the addon copy details to appropriate fields. 

Takes a bit to setup, but it is possible.


Of course if you want to link (not associate) a contact to more than two companies, you can't.

 

But you can link a contact to one company, and associate that contact with another company(s).

 

I've actually got this in use, where we use it is this senario:

 

Companies have staff and clients.

The staff are linked to the company records,

clients of that company are associated to it (note that these clients often are linked to their own companies).

 

Remember, Companies share a lot of similarities with Groups Smiley Happy

 

The above works for that senario, but may not for yours....

 

Ben.

New Member
Posts: 4
Country: USA

Re: can one contact link to two or more companies?

Thank you. 

 

I like your Demo online.

I am managing a group of freelancers. Each contact works for one or more companys, 

 

Bronze Elite Contributor
Posts: 1,424
Country: United_Kingdom

Re: can one contact link to two or more companies?

 

You can only have one main company name/link in the database but if theses are freelancers then that should be there own trading name anyway. You can link a contact to multiple companies using the Groups/Companies tab in the middle of your screen. You can also use the Relationships tab to link contacts to other contacts so you could link the freelancer to the person in each company they report to. Hope this helps

 

Solution
Accepted by topic author Kingbird4
‎09-25-2015 03:20 AM
New Member
Posts: 4
Country: USA

Re: can one contact link to two or more companies?

this is really helpful. I am thinking the same. 

 

However, I'd like to review and manage all business addresses, phones in one window, Is that possible? 

 

I may do as well

 

one contact with 3 different addresses,

then link to one company with 2 addresses (company 1 with two locations)

reserve the 3rd address of contact for another business, with different name and phone. (location 3)

 

thank you for your time.