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Link people to multiple companies

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I would like to be able to link people to multiple companies and not just to multiple opportunities.

In my industry, I have customers who own multiple companies that buy my product. I need to be able to link all the companies that each customer is associated with or owns.

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66 Comments

  • Official comment

    Good news!

    All of Professional and Business users now have access to connect fields feature, which would allow use cases that are highlighted in this post. To learn more about Connect fields, please refer to this Knowledge Base article.

  • This is a must.

    I have people, who are directors of some companies, CEO of others and sit on the board of others that I all work with. I would love to keep track of what position they have in each place, and also allows me to cross market and find solutions for the basket of companies they have influence over. 

  • HI Ursula,

    We have been requesting this feature as well. To me this is an important commercial feature that without we cant (and other companies) sign up.

    We are an accounting practice and need to record Directors to companies as a person can be a director of many companies.

    Also you need to be able to link multiple organisations to each other. ie we have Trusts that have Corporate (Company) Trustees, also these Corporate Trustees can be trustees for multiple organisations.

    Love your software, however if this function does not come soon we will be too entrenched in our current CRM to move. Please please make the change.

    Kind Regards,

     

    Paul

  • Just adding my voice to the crowd.

    We service both families and their companies and right now we are restricted to either having an individual associated with their family... or with the company they work at / own.

    If only ProsperWorks had more flexible linking options, it would be perfect. There seem to be a lot of strange restrictions on what can be linked and named: you only get one company, you can't link contacts to each other (e.g. for personal assistants), you can't rename fields on the fly or at all unless they're already custom. I'm sure there's a backend reason for it but when it's easier to input CRM-specific information into Google Contacts than our dedicated CRM, something feels off. If your engineers need inspiration, Tigerpaw; Solve360; and Insightly all do this very well.

  • Desperate for this function

  • This would be helpful not only for consultants/freelancers but to manage trusteeships, director relationships similar to as mentioned by Joseph M Jarvis. It would be great to be able to record the additional relationships as well as the role they have at that company.

  • I need this feature too. I would also add that a single person should be able to be linked to a single company multiple ways. For comparison, Insightly does a great job with these features.

    User story: I'm a lawyer. Some of my clients own multiple companies. Some of my clients are independent contractors who work for multiple companies. Some of my clients have multiple roles with one company (e.g., owner/stockholder, board member/director, CEO/employee). I also meet and interact with prospective clients through community organizations: service clubs like Rotary, business referral groups like BNI, neighborhood associations, churches, etc. Linking a person to multiple companies solves these problems.

  • This will likely be a make or break feature for us. Will just be too hard to manage with out it...

  • This is important for us too. We deal with freelancers who work in multiple environments

  • Ursula

    My need is to connect board members, who are almost always on multiple boards, to the companies.  So there is one record for the Director and his primary firm and it is linked to all of the other companies on whose boards he sits.  

  • Hi Ursula. Would love to hear more about the plans for this sometime. We frequently work with people who have multiple roles (directors at one organisation as per Jim, also trainers, consultants, advisors others who work at multiple organisation with different hats on). Linking to multiple companies is important, as is the ability to have an indication of their role/relationship there.

  • Critical for me as well. we are managing yacht owners with multiple yachts and we need to link one owner to multiple yachts. We also have company owners who are captains of a yacht so they need to be linked to both, the company and the yacht.

  • Where are we with this?

    Many of our Contacts supervise multiple locations (Companies), We need to see those Contacts when we pull up each of their locations (Companies).

    How about a projected time line? What is your solution?

  • We urgently need a way to link people/contacts to multiple companies. We are a property funds management group and have many investors. 1 investor may be investors/linked to multiple investment company records. 

    Is there any update on when this feature is planned to be rolled out?

     

    Thanks Alicia

  • Hi Ursula,

    From reading Bridget's response I agree this is increasingly disappointing.

     

    HOWEVER >> I just noticed this feature has been updated with a status 'planned' implying you s/w/could have a gross roadmap and timeline.
    Please share this with us!

    Cheers, Jeroen

  • Our examples:

    1.  We work with contract rehab companies where a physical therapist may work at 2 or 3 nursing homes

    2.  We work with Clinical Specialists who may cover 7 - 10 nursing homes

    3.  We work with area directors who are responsible for 7  - 10 buildings

  • Any ETA on this feature? We need it for our API.

  • I also would like to do that

  • Good feature for freelancers working for several companies at once.

  • I would like that, too. Some of my clients own or are consultants in multiple companies. There needs to be a way to associate them with multiple companies without having to resort to tags.

  • It is a must. I work with yacht crew who work on multiple yachts and for multiple owners.

  • Thank you for the feedback everyone. This feature is very much top of mind right now, and we're hoping to have an update for you soon.

  • 2 1/2 years in the queue as a planned feature, but no progress yet?

  • Hi Jim, this feature is definitely at the top of our list and though the post is two years old, I believe it was moved to "Planned" only recently. We would be interested in hearing how you would apply this feature. What is your specific use case? Ursula

  • Yes, could be good to link people to multiple companies also for me

  • Where are we with this?

     

  • This is an important feature for us as well.  

    We work with physical therapists who provide services at multiple healthcare centers and we need to create this relationship.

    We also work with people who work on a contact basis - they work at one health care facility A for 6 months, them move to Health care Facility B.  We need a way to keep their communications with Facility A intact after they move to Facility B, but not have them show up on both records.

  • Ursula

     

    Another use of this feature would be to connect companies to their venture investor firms and then to be able to show what the venture portfolio looks like.  So not just connecting people to multiple companies as in directors, but also other companies (investors) to multiple companies.

     

    Hope that helps.

  • Well, I think could be very useful have the possibility to connect multiple people to multiple companies and connect companies as a tree.

     

    Example.

    John Green is the owner of COMPANY 1 and, at the same time board member of COMPANY 2 or president of COMPANY 3

    At the same time could be that COMPANY 4 have 10 brands (like Virgin have different brands). Could be good to have the possibility to understand in prosperworks that those companies are in the same group

  • Hi PW, Any updates on when this rolling out? Need to know how much of a work-around I should create until a formal solution is rolled out. Any estimates are timing would be helpful (Q4, Q1, etc.). Thanks! 

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