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CRM Idea Center
Status On Roadmap
Categories Accounts & Contacts
Created by Alex Chesnutt
Created on Aug 31, 2023

Ability to associate contacts to multiple accounts!

It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.

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1 MERGED

Contacts associated with multiple Accounts.

Merged
One provider may work at multiple facilities (Accounts).
Guest 6 months ago in Accounts & Contacts 0 On Roadmap