Contact works for two companies

[PC Southwest]

Hi,

I have a contact that works for two different, unrelated businesses. Is there a way to have the same contact appear on both businesses. Presently they are a contact on one and a relation on the other. Just a bit confusing.

I get the same issue where a contact uses us for private work ( not for the account) and we have to raise them as an account and have two of the same person on the system (Outlook).

Any suggestions.

[Support Team]

Re: Contact works for two companies

The Relations tab in Accounts can help you link between any two records and you can also specify the type of the relationship.

In order to assign Tickets to a secondary contact of an Account, assign Charges, etc. - all linked to the specific Contact you will need to manage two separate Contact records - each under each Account. This will give you the power and option to not mix data between Accounts.

In the same way if you provide services to a Contact privately, then you need to open an Account for them. You probably also invoice them, track Charges separately etc. and a separate account for their role as private customers is required.

Hope this helps.
Dina