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

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Many to Many - 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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    |     Feb 7, 2025

    Showing contacts have multiple locations and the ability to note which day they are at which address.

1 MERGED

Allow multiple addresses per Contact

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Showing contacts have multiple locations and the ability to note which data they are at which address. This may also be part of linking them to multiple accounts.
Guest 11 days ago in Accounts & Contacts 0 On Roadmap
1 MERGED

Associate one contact with multiple accounts

Merged
we have several instances where a case manager or office manager works for several different practices with different providers, but are responsible for scheduling the lunches. It would be super helpful to be able to look up their records, regardl...
Guest 3 months ago in Accounts & Contacts 0 On Roadmap
1 MERGED

Contacts associated with multiple Accounts.

Merged
One provider may work at multiple facilities (Accounts).
Guest 11 months ago in Accounts & Contacts 0 On Roadmap
0 MERGED

Account Associations

Merged
Being able to link multiple accounts who work together (like a post acute facility with hospitals they get kiddo's from).
Guest 11 months ago in Accounts & Contacts 0 On Roadmap