Related organisations

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Richard S

• November 12, 2019 10:44

It is needed to be able to link organisations to each other in relationships.  Parent, Sister, Daughter.  This is essential for large organisations with subsidiaries as well as for distributors, agents, re-sellers and end customers.  It is not practical to link contact people.  Similarly for HQ with departments, Sales, Accounts, Admin, R & D, etc.

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  Richard S

  • November 12, 2019 14:30

  This could be achieved in some degree by providing an "Organisation" custom field.  Would help a lot.

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  Team Salesmate

  • November 20, 2019 07:21

  We are planning for Lookup Fields. So this has been added to our list.

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  Team Salesmate

  • July 13, 2020 06:51

  Hey Guys,

  We now support lookup fields which should resolve above queries. Please give a shot and share your experience with us: 

  https://support.salesmate.io/hc/en-us/articles/360043520171-Setting-up-Lookup-Fields-Relationship-Fields-

  Regards,

  Team Salesmate

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  Alain

  • July 22, 2020 08:45

  Hi

  Just a quick message to confirm the implementation of lookup fields for contact & company does the job!

  Thanks!

  Alain

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