adding a contact to multiple companies

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Matthew Tidbury

• November 05, 2019 07:56

I'm finding that many of my contacts wear multiple hats, working for more than one company, but in SalesMate it is only possible to link a contact to a single company.

In this day and age you need to be able to link a contact to more than one company. Please add this feature to Salesmate. You can do this in other CRM's that I have used and it's really useful.

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  Marcelo Ramagem

  • November 07, 2019 19:34

  Upvote!

  Seems to me like a reasonable request. Just add a cross reference table on your end to allow many-to-many relationships between company & contact. I realize there are a few hidden gotchas in there, but worthy of consideration.

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  Team Salesmate

  • July 13, 2020 06:52

  We do support lookup fields that should cover the above-given scenario. Please check out: https://support.salesmate.io/hc/en-us/articles/360043520171-Setting-up-Lookup-Fields-Relationship-Fields-

  Thanks,

  Team Salesmate

   

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