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

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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

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 2 months ago in Accounts & Contacts 0 On Roadmap
1 MERGED

Contacts associated with multiple Accounts.

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One provider may work at multiple facilities (Accounts).
Guest 10 months ago in Accounts & Contacts 0 On Roadmap