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Contacts with more than one business (Company).

Copper Elite Contributor
Posts: 227
Country: New_Zealand

Contacts with more than one business (Company).

I have several contacts (and in fact I do myself) that have more than one business. I have each of their companies on the database, but I can only link the contact to ONE company. Does it work to have multiple entries for the same contact on the contact list, linking each one to one of the companies? The reason is to keep call notes separate for each business, depending on what 'hat' the contact is wearing when I call.
Nickel Super Contributor
Posts: 441
Country: UK

Re: Contacts with more than one business (Company).

ALthough its not an ideal situation it would work
 
Tom
Copper Elite Contributor
Posts: 227
Country: New_Zealand

Re: Contacts with more than one business (Company).

Thanks Tom. It's seems hard to come up with a good work around on this one, and I'm finding it an increasingly common problem.
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Contacts with more than one business (Company).

Or you can associate each Activity/Note/History with the correct company
 
You can also add a contact to multiple companies, but only link them to one - from the contact, Groups/Companies tab, change Show Membership to Companies and click Add Contact to Company