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Status On Roadmap
Categories Accounts & Contacts
Created by Guest
Created on Nov 21, 2024

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Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit CRM-I-473 Ability to associate contacts to multiple accounts!.

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, regardless of which account we are under.